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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
$27.1B
AUM Growth
+$4.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,442
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$30.7M
3
+$22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.9M
5
CVX icon
Chevron
CVX
+$18M

Top Sells

1
+$40M
2
+$32.5M
3
+$26M
4
PSA icon
Public Storage
PSA
+$21M
5
ALL icon
Allstate
ALL
+$18.1M

Sector Composition

1 Technology 24.66%
2 Healthcare 14.4%
3 Financials 13.15%
4 Consumer Discretionary 10.5%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
– –
-12,165
2352
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-10,386
2353
– –
-11,402
2354
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-35,133
2355
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-21,112
2356
– –
-12,447
2357
– –
-9,278
2358
– –
-40,799
2359
– –
-12,117
2360
– –
-13,233
2361
– –
-8,056
2362
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-11,743
2363
– –
-30,042
2364
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-45,572
2365
– –
-10,144
2366
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-10,639
2367
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-15,527
2368
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-28,752
2369
– –
-17,976
2370
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-20,305
2371
– –
-11,372
2372
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-9,233
2373
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-9,566
2374
– –
-3,064
2375
– –
-12,227
93 94
95
96 97