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
726
$1.35M 0.02%
+45,952
727
$1.35M 0.02%
+78,627
728
$1.35M 0.02%
+19,220
729
$1.34M 0.02%
+41,498
730
$1.34M 0.02%
+29,585
731
$1.34M 0.02%
+39,105
732
$1.34M 0.02%
+81,810
733
$1.33M 0.02%
+159,272
734
$1.33M 0.02%
+14,296
735
$1.33M 0.02%
+151,333
736
$1.32M 0.02%
+17,896
737
$1.32M 0.02%
+1,067
738
$1.31M 0.02%
+9,248
739
$1.31M 0.02%
+39,641
740
$1.31M 0.02%
+76,359
741
$1.3M 0.02%
+99,999
742
$1.3M 0.02%
+33,713
743
$1.3M 0.02%
+96,765
744
$1.3M 0.02%
+22,252
745
$1.3M 0.02%
+53,776
746
$1.29M 0.02%
+109,516
747
$1.29M 0.02%
+110,810
748
$1.29M 0.02%
+26,722
749
$1.28M 0.02%
+28,632
750
$1.27M 0.02%
+75,472
28 29
30
31 32