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
1051
$599K 0.01%
+42,521
1052
$598K 0.01%
+10,609
1053
$596K 0.01%
+12,539
1054
$596K 0.01%
+45,215
1055
$594K 0.01%
+24,418
1056
$590K 0.01%
+6,918
1057
$589K 0.01%
+14,768
1058
$589K 0.01%
+33,379
1059
$586K 0.01%
+6,445
1060
$585K 0.01%
+34,695
1061
$585K 0.01%
+1,902
1062
$583K 0.01%
+17,319
1063
$582K 0.01%
+15,110
1064
$582K 0.01%
+37,452
1065
$580K 0.01%
+11,476
1066
$579K 0.01%
+50,916
1067
$576K 0.01%
+6,882
1068
$575K 0.01%
+5,677
1069
$574K 0.01%
+38,344
1070
$572K 0.01%
+18,815
1071
$570K 0.01%
+28,736
1072
$569K 0.01%
+7,647
1073
$568K 0.01%
+108,220
1074
$568K 0.01%
+5,838
1075
$567K 0.01%
+11,686
41 42
43
44 45