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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
1976
– –
-4,815
1977
– –
-3,761
1978
– –
-938
1979
– –
-20,902
1980
– –
-10,302
1981
– –
-2,216
1982
– –
-22,679
1983
– –
-12,040
1984
– –
-10,799
1985
– –
-12,020
1986
– –
-4,117
1987
– –
-497
1988
– –
-6,338
1989
– –
-13,830
1990
– –
-342
1991
– –
-1,316
1992
– –
-4,054
1993
– –
-22,705
1994
– –
-3,680
1995
– –
-8,067
1996
– –
-1,732
1997
– –
-9,690
1998
– –
-7,371
1999
– –
-14,291
2000
– –
-7,987
78 79
80
81 82