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
$7.11B
AUM Growth
+$668M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,093
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$101M
3
+$80.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$79.3M
5
MSFT icon
Microsoft
MSFT
+$73.7M

Top Sells

1
+$2.91M
2
+$768K
3
+$435K
4
CLNE icon
Clean Energy Fuels
CLNE
+$343K
5
NUS icon
Nu Skin
NUS
+$305K

Sector Composition

1 Financials 14.84%
2 Healthcare 12.17%
3 Technology 11.71%
4 Industrials 8.6%
5 Energy 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$263K ﹤0.01%
+3,801
1452
$262K ﹤0.01%
+1,888
1453
$261K ﹤0.01%
+8,532
1454
$261K ﹤0.01%
+2,746
1455
$261K ﹤0.01%
+2,270
1456
$260K ﹤0.01%
+4,131
1457
$260K ﹤0.01%
+3,998
1458
$260K ﹤0.01%
+7,687
1459
$259K ﹤0.01%
+9,386
1460
$259K ﹤0.01%
+6,024
1461
$259K ﹤0.01%
+11,188
1462
$257K ﹤0.01%
+6,036
1463
$257K ﹤0.01%
+61,071
1464
$257K ﹤0.01%
+68,091
1465
$256K ﹤0.01%
+4,920
1466
$256K ﹤0.01%
+7,276
1467
$256K ﹤0.01%
+7,581
1468
$255K ﹤0.01%
+11,870
1469
$254K ﹤0.01%
+14,798
1470
$253K ﹤0.01%
+13,825
1471
$253K ﹤0.01%
+4,139
1472
$253K ﹤0.01%
+3,029
1473
$252K ﹤0.01%
+4,843
1474
$252K ﹤0.01%
+13,869
1475
$251K ﹤0.01%
+14,374
57 58
59
60 61