Aperio Group, LLC

données du 31/12/2020

Capitalisation

$ 33.792 B 14.14 %

Période de détention moyenne

24 ans

Performance

$ 12.225 B -30 342.56 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Aperio Group, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2020/12/31 AAPL APPLE INC 5.90% 1.994 B $ 15027461 2006/09/30 253.348 M $ 14.58 %
2020/12/31 MSFT MICROSOFT CORP 4.29% 1.449 B $ 6514923 2006/09/30 77.813 M $ 5.75 %
2020/12/31 AMZN AMAZON COM INC 3.25% 1.099 B $ 337540 2006/09/30 37.053 M $ 3.44 %
2020/12/31 GOOGL ALPHABET INC 1.80% 609.062 M $ 347511 2015/12/31 97.868 M $ 19.58 %
2020/12/31 META FACEBOOK INC 1.47% 496.971 M $ 1819340 2012/09/30 20.211 M $ 4.30 %
2020/12/31 JNJ JOHNSON & JOHNSON 1.11% 375.138 M $ 2383648 2006/09/30 21.412 M $ 5.71 %
2020/12/31 V VISA INC 1.06% 356.945 M $ 1631899 2009/06/30 30.304 M $ 9.38 %
2020/12/31 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.00% 338.917 M $ 3108187 2010/09/30 86.383 M $ 34.50 %
2020/12/31 TSLA TESLA INC 0.97% 326.377 M $ 462507 2010/12/31 105.203 M $ 64.49 %
2020/12/31 UNH UNITEDHEALTH GROUP INC 0.91% 306.282 M $ 873394 2006/09/30 33.376 M $ 12.48 %
2020/12/31 JPM JPMORGAN CHASE & CO 0.87% 292.714 M $ 2303565 2006/09/30 68.543 M $ 31.99 %
2020/12/31 PG PROCTER AND GAMBLE CO 0.83% 280.353 M $ 2014900 2006/09/30 300.520 K $ 0.11 %
2020/12/31 HD HOME DEPOT INC 0.83% 279.008 M $ 1050401 2006/09/30 -12.583 M $ -4.35 %
2020/12/31 NVDA NVIDIA CORP 0.81% 274.647 M $ 525942 2006/09/30 -9.788 M $ -3.47 %
2020/12/31 MA MASTERCARD INCORPORATED 0.79% 266.307 M $ 746085 2007/06/30 13.864 M $ 5.55 %
2020/12/31 WMT WALMART INC 0.79% 265.969 M $ 1845088 2006/09/30 7.916 M $ 3.02 %
2020/12/31 GOOG ALPHABET INC 0.78% 265.014 M $ 151274 2015/12/31 42.243 M $ 19.20 %
2020/12/31 DIS DISNEY WALT CO 0.72% 241.903 M $ 1335157 2006/09/30 70.477 M $ 46.02 %
2020/12/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.70% 236.074 M $ 1018134 2010/03/31 18.860 M $ 8.89 %
2020/12/31 ADBE ADOBE INC 0.70% 235.486 M $ 470860 2006/09/30 4.475 M $ 1.98 %
2020/12/31 PYPL PAYPAL HLDGS INC 0.65% 219.521 M $ 937324 2015/09/30 34.024 M $ 18.87 %
2020/12/31 ACN ACCENTURE PLC IRELAND 0.65% 218.340 M $ 835878 2010/09/30 28.934 M $ 15.58 %
2020/12/31 VZ VERIZON COMMUNICATIONS INC 0.63% 214.409 M $ 3649522 2006/09/30 -2.773 M $ -1.24 %
2020/12/31 TMO THERMO FISHER SCIENTIFIC INC 0.63% 212.837 M $ 456946 2006/12/31 10.979 M $ 5.49 %
2020/12/31 NEE NEXTERA ENERGY INC 0.58% 195.007 M $ 2527635 2010/06/30 19.681 M $ 11.18 %
2020/12/31 CMCSA COMCAST CORP NEW 0.57% 192.273 M $ 3669326 2006/09/30 22.588 M $ 13.27 %
2020/12/31 INTC INTEL CORP 0.56% 188.421 M $ 3782039 2006/09/30 -7.839 M $ -3.79 %
2020/12/31 MRK MERCK & CO INC 0.55% 186.859 M $ 2284334 2009/12/31 -2.674 M $ -1.38 %
2020/12/31 PEP PEPSICO INC 0.54% 183.493 M $ 1237308 2006/09/30 11.926 M $ 7.00 %
2020/12/31 NKE NIKE INC 0.53% 178.737 M $ 1263427 2006/09/30 19.595 M $ 12.69 %
2020/12/31 NFLX NETFLIX INC 0.50% 169.960 M $ 314316 2010/06/30 12.672 M $ 8.14 %
2020/12/31 TXN TEXAS INSTRS INC 0.50% 168.424 M $ 1026167 2006/09/30 22.033 M $ 14.95 %
2020/12/31 ABT ABBOTT LABS 0.50% 168.019 M $ 1534563 2006/09/30 994.676 K $ 0.61 %
2020/12/31 BAC BANK AMER CORP 0.48% 162.797 M $ 5371065 2006/09/30 32.596 M $ 25.82 %
2020/12/31 COST COSTCO WHSL CORP NEW 0.47% 159.148 M $ 422391 2006/09/30 9.333 M $ 6.14 %
2020/12/31 DHR DANAHER CORP DEL 0.47% 159.068 M $ 716070 2006/09/30 4.876 M $ 3.16 %
2020/12/31 CSCO CISCO SYS INC 0.47% 158.962 M $ 3552224 2006/09/30 19.847 M $ 13.61 %
2020/12/31 ABBV ABBVIE INC 0.45% 150.830 M $ 1407649 2013/03/31 26.986 M $ 22.33 %
2020/12/31 BABA ALIBABA GROUP HOLDING LTD 0.43% 146.836 M $ 630929 2014/12/31 -38.604 M $ -20.83 %
2020/12/31 PFE PFIZER INC 0.43% 144.180 M $ 3916862 2006/09/30 8.385 M $ 5.80 %
2020/12/31 MCD MCDONALDS CORP 0.41% 138.044 M $ 643322 2006/09/30 -3.059 M $ -2.24 %
2020/12/31 CRM SALESFORCE COM INC 0.39% 132.030 M $ 593314 2009/09/30 -16.766 M $ -11.46 %
2020/12/31 HON HONEYWELL INTL INC 0.39% 130.551 M $ 613778 2006/09/30 29.801 M $ 29.21 %
2020/12/31 ORCL ORACLE CORP 0.37% 126.206 M $ 1950927 2006/09/30 9.544 M $ 8.36 %
2020/12/31 LLY LILLY ELI & CO 0.37% 125.963 M $ 746049 2006/09/30 16.249 M $ 14.07 %
2020/12/31 AMGN AMGEN INC 0.37% 125.891 M $ 547545 2006/09/30 -14.102 M $ -9.54 %
2020/12/31 TGT TARGET CORP 0.37% 124.999 M $ 708087 2006/09/30 13.560 M $ 12.14 %
2020/12/31 QCOM QUALCOMM INC 0.37% 124.985 M $ 820439 2006/09/30 26.969 M $ 29.45 %
2020/12/31 KO COCA COLA CO 0.36% 121.728 M $ 2219692 2006/09/30 12.441 M $ 11.08 %
2020/12/31 UNP UNION PAC CORP 0.35% 119.083 M $ 571910 2006/09/30 6.367 M $ 5.77 %
2020/12/31 NVO NOVO-NORDISK AS 0.35% 116.796 M $ 1672103 2006/09/30 633.164 K $ 0.58 %
2020/12/31 NVS NOVARTIS AG 0.33% 111.791 M $ 1183853 2006/09/30 7.931 M $ 8.13 %
2020/12/31 AVGO BROADCOM INC 0.32% 109.356 M $ 249758 2018/06/30 17.725 M $ 20.20 %
2020/12/31 SBUX STARBUCKS CORP 0.32% 109.316 M $ 1021830 2006/09/30 20.763 M $ 24.51 %
2020/12/31 ASML ASML HOLDING NV 0.32% 107.279 M $ 219960 2012/12/31 24.648 M $ 32.08 %
2020/12/31 BMY BRISTOL MYERS SQUIBB CO 0.31% 103.256 M $ 1664612 2006/09/30 2.946 M $ 2.89 %
2020/12/31 INTU INTUIT 0.29% 99.062 M $ 260793 2006/09/30 13.630 M $ 16.44 %
2020/12/31 SONY SONY CORP 0.27% 92.524 M $ 915176 2014/09/30 22.792 M $ 31.73 %
2020/12/31 LOW LOWES COS INC 0.27% 92.146 M $ 574084 2006/09/30 -2.960 M $ -3.23 %
2020/12/31 TM TOYOTA MOTOR CORP 0.27% 90.508 M $ 585550 2006/09/30 13.470 M $ 16.71 %
2020/12/31 MDT MEDTRONIC PLC 0.26% 88.733 M $ 757491 2015/03/31 9.744 M $ 12.72 %
2020/12/31 T AT&T INC 0.26% 88.507 M $ 3077430 2006/09/30 998.856 K $ 0.88 %
2020/12/31 TJX TJX COS INC NEW 0.26% 86.190 M $ 1262115 2006/09/30 15.724 M $ 22.71 %
2020/12/31 ELV ANTHEM INC 0.25% 84.823 M $ 264173 2014/12/31 13.504 M $ 19.55 %
2020/12/31 CL COLGATE PALMOLIVE CO 0.25% 84.495 M $ 988130 2006/09/30 7.429 M $ 10.84 %
2020/12/31 CHTR CHARTER COMMUNICATIONS INC NEW 0.25% 82.898 M $ 125308 2016/06/30 4.654 M $ 5.96 %
2020/12/31 BLK BLACKROCK INC 0.24% 82.681 M $ 114590 2007/09/30 17.852 M $ 28.03 %
2020/12/31 SPGI S&P GLOBAL INC 0.24% 82.226 M $ 250132 2016/06/30 -8.380 M $ -8.84 %
2020/12/31 MS MORGAN STANLEY 0.24% 81.977 M $ 1196211 2006/09/30 19.952 M $ 41.74 %
2020/12/31 ADP AUTOMATIC DATA PROCESSING INC 0.24% 80.652 M $ 457728 2006/09/30 16.278 M $ 26.32 %
2020/12/31 CHT CHUNGHWA TELECOM CO LTD 0.24% 79.801 M $ 2066324 2011/03/31 4.995 M $ 6.60 %
2020/12/31 MDLZ MONDELEZ INTL INC 0.22% 75.791 M $ 1296241 2012/12/31 1.137 M $ 1.78 %
2020/12/31 AMT AMERICAN TOWER CORP NEW 0.22% 74.513 M $ 331967 2012/03/31 -6.013 M $ -7.14 %
2020/12/31 CVS CVS HEALTH CORP 0.22% 73.950 M $ 1082723 2006/09/30 10.257 M $ 16.95 %
2020/12/31 AWK AMERICAN WTR WKS CO INC NEW 0.21% 71.549 M $ 466209 2011/09/30 3.955 M $ 5.93 %
2020/12/31 NOW SERVICENOW INC 0.21% 71.092 M $ 129156 2014/09/30 8.517 M $ 13.49 %
2020/12/31 PLD PROLOGIS INC 0.20% 68.930 M $ 691650 2011/06/30 -658.105 K $ -0.95 %
2020/12/31 MMM 3M CO 0.20% 68.006 M $ 389071 2012/12/31 4.619 M $ 7.63 %
2020/12/31 AZN ASTRAZENECA PLC 0.20% 67.939 M $ 1359053 2006/09/30 -6.878 M $ -8.78 %
2020/12/31 ZTS ZOETIS INC 0.20% 67.906 M $ 410304 2013/09/30 47.305 K $ 0.08 %
2020/12/31 DG DOLLAR GEN CORP NEW 0.20% 67.415 M $ 320565 2012/09/30 212.974 K $ 0.32 %
2020/12/31 ALL ALLSTATE CORP 0.20% 66.928 M $ 608826 2006/09/30 8.751 M $ 16.77 %
2020/12/31 AMD ADVANCED MICRO DEVICES INC 0.20% 66.424 M $ 724285 2006/09/30 6.908 M $ 11.86 %
2020/12/31 UPS UNITED PARCEL SERVICE INC 0.20% 66.422 M $ 394432 2006/09/30 654.496 K $ 1.06 %
2020/12/31 LIN LINDE PLC 0.20% 66.256 M $ 251435 2018/12/31 6.461 M $ 10.66 %
2020/12/31 ITW ILLINOIS TOOL WKS INC 0.20% 66.185 M $ 324627 2006/09/30 3.317 M $ 5.52 %
2020/12/31 ISRG INTUITIVE SURGICAL INC 0.20% 66.076 M $ 80768 2007/09/30 7.770 M $ 15.30 %
2020/12/31 NEM NEWMONT CORPORATION COM 0.19% 65.362 M $ 1091369 2006/09/30 -4.115 M $ -5.61 %
2020/12/31 AXP AMERICAN EXPRESS CO 0.19% 65.340 M $ 540403 2006/09/30 10.861 M $ 20.61 %
2020/12/31 BHP BHP GROUP LTD 0.19% 64.258 M $ 983442 2006/09/30 13.336 M $ 26.36 %
2020/12/31 UMC UNITED MICROELECTRONICS CORP 0.19% 63.767 M $ 7564315 2010/06/30 29.554 M $ 75.99 %
2020/12/31 C CITIGROUP INC 0.19% 63.507 M $ 1029955 2011/06/30 21.109 M $ 43.03 %
2020/12/31 CMI CUMMINS INC 0.18% 61.876 M $ 272462 2006/09/30 4.378 M $ 7.55 %
2020/12/31 CAT CATERPILLAR INC DEL 0.18% 61.873 M $ 339922 2006/09/30 11.255 M $ 22.04 %
2020/12/31 LMT LOCKHEED MARTIN CORP 0.18% 61.273 M $ 172611 2006/09/30 -5.415 M $ -7.38 %
2020/12/31 MU MICRON TECHNOLOGY INC 0.18% 60.950 M $ 810715 2006/09/30 22.576 M $ 60.09 %
2020/12/31 BDX BECTON DICKINSON & CO 0.18% 60.786 M $ 242930 2006/09/30 4.150 M $ 7.53 %
2020/12/31 BA BOEING CO 0.18% 60.579 M $ 283001 2006/09/30 14.005 M $ 29.53 %
2020/12/31 GS GOLDMAN SACHS GROUP INC 0.18% 60.466 M $ 229289 2006/09/30 13.469 M $ 31.22 %
2020/12/31 ADSK AUTODESK INC 0.18% 60.322 M $ 197557 2006/09/30 14.358 M $ 32.18 %