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
651
$1.68M 0.02%
+27,553
652
$1.67M 0.02%
+13,666
653
$1.66M 0.02%
+141,086
654
$1.66M 0.02%
+25,495
655
$1.65M 0.02%
+41,734
656
$1.65M 0.02%
+63,261
657
$1.63M 0.02%
+44,445
658
$1.63M 0.02%
+29,722
659
$1.61M 0.02%
+21,918
660
$1.6M 0.02%
+26,406
661
$1.6M 0.02%
+19,594
662
$1.6M 0.02%
+99,588
663
$1.59M 0.02%
+20,240
664
$1.59M 0.02%
+26,723
665
$1.59M 0.02%
+11,394
666
$1.59M 0.02%
+23,066
667
$1.58M 0.02%
+32,330
668
$1.58M 0.02%
+25,251
669
$1.57M 0.02%
+52,075
670
$1.56M 0.02%
+17,257
671
$1.56M 0.02%
+34,086
672
$1.56M 0.02%
+18,973
673
$1.55M 0.02%
+168,222
674
$1.54M 0.02%
+37,186
675
$1.54M 0.02%
+58,294
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