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
1676
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-10,859
1677
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-9,076
1678
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-14,621
1679
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-9,005
1680
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1681
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-8,330
1682
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-4,046
1683
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-6,248
1684
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-587
1685
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-10,924
1686
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-10,023
1687
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-4,330
1688
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-2,052
1689
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-1,463
1690
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-4,850
1691
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-10,346
1692
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-3,674
1693
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-19,786
1694
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-12,214
1695
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-76,200
1696
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-20,942
1697
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-51,397
1698
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-75,120
1699
– –
-33,621
1700
– –
-20,438
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