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
1526
– –
0
1527
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0
1528
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0
1529
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0
1530
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-174,213
1531
– –
-17,066
1532
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-11,858
1533
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0
1534
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-4,768
1535
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0
1536
– –
-21,266
1537
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-2,632
1538
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-19,437
1539
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0
1540
– –
-10,835
1541
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-2,550
1542
– –
-12,044
1543
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-350,500
1544
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0
1545
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-46,788
1546
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-3,844
1547
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-15,339
1548
– –
0
1549
– –
-83,698
1550
– –
-1,083
60 61
62
63 64