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
1676
$82K ﹤0.01%
+2,044
1677
$82K ﹤0.01%
+5,464
1678
$79K ﹤0.01%
+12,243
1679
$73K ﹤0.01%
+2,064
1680
$73K ﹤0.01%
+3,271
1681
$72K ﹤0.01%
+6
1682
$69K ﹤0.01%
+12,823
1683
$69K ﹤0.01%
+35,286
1684
$67K ﹤0.01%
+157
1685
$62K ﹤0.01%
+2,260
1686
$62K ﹤0.01%
+11,851
1687
$62K ﹤0.01%
+44,148
1688
$59K ﹤0.01%
+3,917
1689
$59K ﹤0.01%
+49,471
1690
$56K ﹤0.01%
+11,081
1691
$54K ﹤0.01%
+16,481
1692
$54K ﹤0.01%
+13,731
1693
$51K ﹤0.01%
+13,547
1694
$48K ﹤0.01%
+13,446
1695
$47K ﹤0.01%
+3,313
1696
$47K ﹤0.01%
+10,934
1697
$39K ﹤0.01%
+689
1698
$38K ﹤0.01%
+26,826
1699
$37K ﹤0.01%
+14,286
1700
$36K ﹤0.01%
+11,690
66 67
68
69 70