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
1276
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1277
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1278
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-9,201
1279
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1280
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1282
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1283
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1284
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0
1285
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-6,482
1286
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-6,326
1287
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-4,839
1288
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-35,420
1289
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-7,386
1290
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-7,361
1291
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-9,464
1292
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1293
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1294
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1295
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1296
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0
1297
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0
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1299
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-9,234
1300
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-15,576
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