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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
$19.7B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,302
New
Increased
Reduced
Closed

Top Buys

1
+$72.4M
2
+$24.6M
3
+$23.6M
4
XOM icon
Exxon Mobil
XOM
+$23.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.5M

Top Sells

1
+$48.7M
2
+$23.5M
3
+$15.5M
4
T icon
AT&T
T
+$14.7M
5
MRK icon
Merck
MRK
+$13.7M

Sector Composition

1 Financials 18.03%
2 Technology 16.59%
3 Healthcare 13.04%
4 Consumer Discretionary 9.52%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
– –
-14,777
2252
– –
-11,831
2253
– –
-862
2254
– –
-4,884
2255
– –
-5,858
2256
– –
-17,834
2257
– –
-11,319
2258
– –
-13,522
2259
– –
-16,829
2260
– –
-22,695
2261
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-1,854
2262
– –
-16,986
2263
– –
-11,161
2264
– –
-1,099
2265
– –
-11,989
2266
– –
-3,782
2267
– –
-6,622
2268
– –
-14,855
2269
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-1,125
2270
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-10,861
2271
– –
-10,867
2272
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-13,226
2273
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-49,667
2274
– –
-40,976
2275
– –
-9,100
89 90
91
92 93