AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
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
+$89.1M
2
+$82.6M
3
+$59.2M
4
CVX icon
Chevron
CVX
+$58.2M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Financials 15.34%
2 Healthcare 11.71%
3 Technology 11.47%
4 Industrials 8.72%
5 Energy 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
– –
0
1427
– –
-4,239
1428
– –
-4,809
1429
– –
0
1430
– –
0
1431
– –
0
1432
– –
0
1433
– –
0
1434
– –
0
1435
– –
0
1436
– –
-86,572
1437
– –
0
1438
– –
0
1439
– –
-9,968
1440
– –
0
1441
– –
0
1442
– –
0
1443
– –
0
1444
– –
0
1445
– –
0
1446
– –
-19,256
1447
– –
-12,700
1448
– –
0
1449
– –
-10,141
1450
– –
0
56 57
58
59 60