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
851
$998K 0.01%
+196,271
852
$989K 0.01%
+38,067
853
$987K 0.01%
+14,382
854
$987K 0.01%
+9,405
855
$980K 0.01%
+16,881
856
$979K 0.01%
+43,769
857
$975K 0.01%
+84,636
858
$972K 0.01%
+13,393
859
$971K 0.01%
+21,723
860
$968K 0.01%
+174,483
861
$967K 0.01%
+29,631
862
$964K 0.01%
+29,298
863
$964K 0.01%
+51,337
864
$956K 0.01%
+17,098
865
$955K 0.01%
+4,814
866
$953K 0.01%
+258,360
867
$950K 0.01%
+17,164
868
$946K 0.01%
+17,344
869
$946K 0.01%
+4,191
870
$942K 0.01%
+42,026
871
$941K 0.01%
+17,239
872
$941K 0.01%
+34,432
873
$941K 0.01%
+64,528
874
$939K 0.01%
+32,809
875
$939K 0.01%
+22,521
33 34
35
36 37