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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
2001
– –
-5,214
2002
– –
-1,915
2003
– –
-8,341
2004
– –
-10,469
2005
– –
-11,755
2006
– –
-5,471
2007
– –
-28,413
2008
– –
-7,937
2009
– –
-12,444
2010
– –
-7,191
2011
– –
-116
2012
– –
-7,671
2013
– –
-9,000
2014
– –
-9,715
2015
– –
-322
2016
– –
-5,794
2017
– –
-17,272
2018
– –
-5,340
2019
– –
-8,822
2020
– –
-2,275
2021
– –
-3,895
2022
– –
-7,133
2023
– –
-3,712
2024
– –
-6,716
2025
– –
-25,809
79 80
81
82 83