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
$6.44B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,052
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$89.1M
2
+$82.6M
3
+$59.2M
4
CVX icon
Chevron
CVX
+$58.2M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Financials 15.34%
2 Healthcare 11.71%
3 Technology 11.47%
4 Industrials 8.72%
5 Energy 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-112,621
252
– –
-133,263
253
– –
-28,616
254
– –
-244,495
255
– –
-113,618
256
– –
-107,609
257
– –
-148,685
258
– –
-74,912
259
– –
-67,158
260
– –
-202,291
261
– –
-123,210
262
– –
-120,422
263
– –
-105,595
264
– –
-114,331
265
– –
-98,346
266
– –
-137,792
267
– –
-128,624
268
– –
-142,987
269
– –
-88,929
270
– –
-38,542
271
– –
-57,524
272
– –
-134,980
273
– –
-71,390
274
– –
-120,622
275
– –
-104,842
9 10
11
12 13