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
$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
+$98.8M
2
+$88.8M
3
+$62.9M
4
CVX icon
Chevron
CVX
+$57.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$56.3M

Sector Composition

1 Financials 15.19%
2 Healthcare 11.61%
3 Technology 11.44%
4 Industrials 8.75%
5 Energy 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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730
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732
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733
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734
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735
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736
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737
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738
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739
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740
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741
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742
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743
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744
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745
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746
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747
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748
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749
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-9,108
750
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