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
1651
– –
-14,937
1652
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0
1653
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0
1654
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-16,423
1655
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0
1656
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1657
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-6
1658
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-11,302
1659
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-31,053
1660
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-116
1661
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-7,986
1662
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-12,764
1663
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-6,159
1664
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-1,489
1665
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-3,660
1666
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-30,001
1667
– –
-2,009
1668
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-3,885
1669
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-5,940
1670
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1671
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-3,823
1672
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-4,272
1673
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-12,407
1674
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-5,744
1675
– –
-14,097
65 66
67
68 69