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
1076
– –
-26,373
1077
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-10,813
1078
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-19,798
1079
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-191,762
1080
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1081
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-8,523
1082
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1083
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-14,160
1084
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-7,270
1085
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-7,045
1086
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-10,303
1087
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-15,871
1088
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-8,343
1089
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0
1090
– –
-128,469
1091
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-10,508
1092
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-3,897
1093
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-8,268
1094
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-10,661
1095
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1096
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1097
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-14,779
1098
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-9,833
1099
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-135,789
1100
– –
-48,686
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