AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.11B
AUM Growth
+$668M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,093
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$101M
3
+$80.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$79.3M
5
MSFT icon
Microsoft
MSFT
+$73.7M

Top Sells

1
+$2.91M
2
+$768K
3
+$435K
4
CLNE icon
Clean Energy Fuels
CLNE
+$343K
5
NUS icon
Nu Skin
NUS
+$305K

Sector Composition

1 Financials 14.84%
2 Healthcare 12.17%
3 Technology 11.71%
4 Industrials 8.6%
5 Energy 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.27M 0.05%
+39,293
452
$3.27M 0.05%
+184,229
453
$3.27M 0.05%
+40,981
454
$3.26M 0.05%
+41,991
455
$3.26M 0.05%
+1,296,683
456
$3.24M 0.05%
+84,467
457
$3.24M 0.05%
+153,416
458
$3.23M 0.05%
+189,352
459
$3.19M 0.04%
+28,882
460
$3.19M 0.04%
+14,658
461
$3.18M 0.04%
+14,312
462
$3.18M 0.04%
+51,414
463
$3.16M 0.04%
+84,665
464
$3.16M 0.04%
+101,012
465
$3.16M 0.04%
+292,331
466
$3.15M 0.04%
+220,740
467
$3.14M 0.04%
+56,582
468
$3.13M 0.04%
+392,772
469
$3.13M 0.04%
+28,826
470
$3.11M 0.04%
+108,338
471
$3.1M 0.04%
+44,767
472
$3.08M 0.04%
+68,717
473
$3.07M 0.04%
+56,418
474
$3.07M 0.04%
+59,287
475
$3.07M 0.04%
+154,282
17 18
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