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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
$9.83B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,110
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$18.5M
3
+$18.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17M

Top Sells

1
+$70.8M
2
+$22.2M
3
+$17.1M
4
EBAY icon
eBay
EBAY
+$11.6M
5
KR icon
Kroger
KR
+$11.4M

Sector Composition

1 Financials 17.62%
2 Healthcare 14.74%
3 Technology 14.23%
4 Consumer Staples 8.78%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-20,154
1952
– –
-16,364
1953
– –
-17,853
1954
– –
-1,004
1955
– –
-33,228
1956
– –
-6,808
1957
– –
-10,606
1958
– –
-3,173
1959
– –
-4,285
1960
– –
-2,090
1961
– –
-10,920
1962
– –
-20,093
1963
– –
-40,889
1964
– –
-21,403
1965
– –
-3,136
1966
– –
-56,543
1967
– –
-10,622
1968
– –
-2,956
1969
– –
-6,608
1970
– –
-10,336
1971
– –
-5,574
1972
– –
-13,045
1973
– –
-8,555
1974
– –
-8,432
1975
– –
-8,154
77 78
79
80 81