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
$19.7B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,302
New
Increased
Reduced
Closed

Top Buys

1
+$72.4M
2
+$24.6M
3
+$23.6M
4
XOM icon
Exxon Mobil
XOM
+$23.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.5M

Top Sells

1
+$48.7M
2
+$23.5M
3
+$15.5M
4
T icon
AT&T
T
+$14.7M
5
MRK icon
Merck
MRK
+$13.7M

Sector Composition

1 Financials 18.03%
2 Technology 16.59%
3 Healthcare 13.04%
4 Consumer Discretionary 9.52%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$1.62M 0.01%
9,189
-2,524
1077
$1.61M 0.01%
15,566
-187
1078
$1.61M 0.01%
58,482
+51
1079
$1.61M 0.01%
13,594
-426
1080
$1.61M 0.01%
13,208
-204
1081
$1.61M 0.01%
22,928
+62
1082
$1.6M 0.01%
113,964
+40,006
1083
$1.6M 0.01%
22,865
-680
1084
$1.59M 0.01%
55,255
+23,905
1085
$1.58M 0.01%
18,120
-342
1086
$1.58M 0.01%
82,631
+2,903
1087
$1.58M 0.01%
12,623
+679
1088
$1.58M 0.01%
26,959
+6,531
1089
$1.58M 0.01%
26,046
+442
1090
$1.57M 0.01%
49,394
+709
1091
$1.57M 0.01%
17,047
+885
1092
$1.57M 0.01%
266,211
+17,857
1093
$1.57M 0.01%
36,017
-7,918
1094
$1.57M 0.01%
26,267
-804
1095
$1.56M 0.01%
33,881
+1,607
1096
$1.55M 0.01%
167,516
+22,287
1097
$1.55M 0.01%
9,327
+583
1098
$1.54M 0.01%
52,144
+17,393
1099
$1.54M 0.01%
178,687
+3,962
1100
$1.54M 0.01%
49,677
+118
42 43
44
45 46