AG
Aperio Group Portfolio holdings
AUM
$33.8B
1-Year Return
31.39%
This Quarter Return
+15.94%
1 Year Return
+31.39%
3 Year Return
+70.33%
5 Year Return
+145.91%
10 Year Return
–
AUM
$33.8B
AUM Growth
+$4.19B
(+14%)
Cap. Flow
+$332M
Cap. Flow
% of AUM
0.98%
Top 10 Holdings %
Top 10 Hldgs %
21.76%
Holding
2,483
New
104
Increased
1,329
Reduced
987
Closed
53
Top Buys
| 1 |
Tesla
TSLA
|
$58M |
| 2 |
Unilever
UL
|
$52.4M |
| 3 |
Walt Disney
DIS
|
$18.3M |
| 4 |
Microsoft
MSFT
|
$17.5M |
| 5 |
Morgan Stanley
MS
|
$14.2M |
Top Sells
| 1 |
UN
Unilever NV New York Registry Shares
UN
|
$48.8M |
| 2 |
AT&T
T
|
$25.6M |
| 3 |
Johnson & Johnson
JNJ
|
$21.3M |
| 4 |
Amazon
AMZN
|
$16M |
| 5 |
Biogen
BIIB
|
$11.7M |
Sector Composition
| 1 | Technology | 25.51% |
| 2 | Financials | 13.6% |
| 3 | Healthcare | 13.1% |
| 4 | Consumer Discretionary | 11.54% |
| 5 | Communication Services | 9.46% |