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
1451
– –
0
1452
– –
-7,778
1453
– –
-6,441
1454
– –
-13,525
1455
– –
0
1456
– –
-3,995
1457
– –
0
1458
– –
0
1459
– –
0
1460
– –
0
1461
– –
0
1462
– –
-6,085
1463
– –
-8,343
1464
– –
0
1465
– –
-5,321
1466
– –
0
1467
– –
-554
1468
– –
0
1469
– –
0
1470
– –
-3,764
1471
– –
-1,452
1472
– –
0
1473
– –
0
1474
– –
-5,685
1475
– –
0
57 58
59
60 61