AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.8B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,126
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$16.7M
3
+$16.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$15M
5
JNJ icon
Johnson & Johnson
JNJ
+$14.7M

Top Sells

1
+$26.9M
2
+$14.8M
3
+$10.2M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.13M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$6.4M

Sector Composition

1 Financials 16.84%
2 Technology 14.99%
3 Healthcare 13.94%
4 Consumer Staples 9.08%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16.6M 0.12%
270,993
+2,558
202
$16.6M 0.12%
1,371,324
-151,011
203
$16.5M 0.12%
258,392
+26,270
204
$16.4M 0.12%
228,065
+10,093
205
$16.3M 0.12%
147,894
+5,712
206
$16.3M 0.12%
242,846
+27,172
207
$16.2M 0.12%
185,056
-49
208
$16.1M 0.12%
490,607
+29,945
209
$16M 0.12%
3,788,521
+29,780
210
$16M 0.12%
429,564
+22,995
211
$15.9M 0.12%
131,016
+6,807
212
$15.9M 0.12%
125,991
+6,448
213
$15.9M 0.12%
155,873
+8,356
214
$15.9M 0.12%
1,613,710
+113,770
215
$15.8M 0.11%
273,409
-4,476
216
$15.7M 0.11%
70,550
-16,182
217
$15.7M 0.11%
802,775
+2,216
218
$15.7M 0.11%
201,963
+39,920
219
$15.5M 0.11%
464,580
-2,799
220
$15.5M 0.11%
120,770
+6,135
221
$15.4M 0.11%
533,679
+27,113
222
$15.2M 0.11%
349,882
-7,910
223
$15.1M 0.11%
302,450
+15,607
224
$15.1M 0.11%
477,162
+16,216
225
$14.9M 0.11%
142,738
+9,761
7 8
9
10 11