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 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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2286
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2288
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2289
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2290
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2291
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2294
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2296
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2297
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2298
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2300
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