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
626
$1.81M 0.03%
+84,256
627
$1.81M 0.03%
+40,554
628
$1.8M 0.03%
+93,860
629
$1.8M 0.03%
+519,038
630
$1.8M 0.03%
+25,410
631
$1.79M 0.03%
+46,759
632
$1.79M 0.03%
+196,438
633
$1.79M 0.03%
+142,300
634
$1.78M 0.03%
+178,030
635
$1.78M 0.03%
+59,569
636
$1.76M 0.02%
+29,606
637
$1.75M 0.02%
+401,824
638
$1.75M 0.02%
+12,035
639
$1.75M 0.02%
+35,188
640
$1.74M 0.02%
+88,873
641
$1.72M 0.02%
+36,838
642
$1.71M 0.02%
+81,869
643
$1.71M 0.02%
+49,929
644
$1.7M 0.02%
+16,464
645
$1.7M 0.02%
+23,705
646
$1.7M 0.02%
+110,358
647
$1.69M 0.02%
+25,506
648
$1.69M 0.02%
+486,563
649
$1.69M 0.02%
+23,111
650
$1.69M 0.02%
+12,726
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