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
776
$1.18M 0.02%
+23,123
777
$1.18M 0.02%
+26,640
778
$1.17M 0.02%
+17,293
779
$1.17M 0.02%
+37,323
780
$1.17M 0.02%
+20,577
781
$1.16M 0.02%
+14,556
782
$1.16M 0.02%
+46,743
783
$1.16M 0.02%
+17,015
784
$1.16M 0.02%
+21,900
785
$1.16M 0.02%
+20,937
786
$1.15M 0.02%
+54,633
787
$1.15M 0.02%
+15,895
788
$1.15M 0.02%
+16,075
789
$1.15M 0.02%
+16,817
790
$1.14M 0.02%
+40,270
791
$1.14M 0.02%
+36,106
792
$1.14M 0.02%
+24,250
793
$1.14M 0.02%
+69,582
794
$1.14M 0.02%
+34,264
795
$1.13M 0.02%
+37,602
796
$1.13M 0.02%
+23,116
797
$1.12M 0.02%
+50,206
798
$1.12M 0.02%
+122,048
799
$1.12M 0.02%
+53,111
800
$1.12M 0.02%
+15,868
30 31
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