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
1701
– –
-16,647
1702
– –
-30,594
1703
– –
-68,659
1704
– –
-11,505
1705
– –
-262,572
1706
– –
-5,438
1707
– –
-13,228
1708
– –
-10,000
1709
– –
-11,382
1710
– –
-26,406
1711
– –
-10,295
1712
– –
-8,758
65 66 67 68
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