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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
$10.9B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,086
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$18.7M
3
+$15M
4
PNW icon
Pinnacle West Capital
PNW
+$14M
5
CVX icon
Chevron
CVX
+$13.1M

Top Sells

1
+$99M
2
+$18.7M
3
+$18M
4
SNY icon
Sanofi
SNY
+$11M
5
BHP icon
BHP
BHP
+$11M

Sector Composition

1 Financials 17.21%
2 Healthcare 14.86%
3 Technology 14.18%
4 Consumer Staples 8.96%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-3,182
2002
– –
-371
2003
– –
-2,000
2004
– –
-11,523
2005
– –
-20,957
2006
– –
-8,537
2007
– –
-2,065
2008
– –
-2,392
2009
– –
-576
2010
– –
-10,091
2011
– –
-13,829
2012
– –
-6,515
2013
– –
-200
2014
– –
-42,002
2015
– –
-15,071
2016
– –
-878
2017
– –
-17,447
2018
– –
-10,312
2019
$0 ﹤0.01%
17,445
-279
2020
– –
-10,664
2021
– –
-11,900
2022
– –
-12,025
2023
– –
-3,706
2024
– –
-32,354
2025
– –
-20,485
79 80
81
82 83