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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
2376
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2377
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2378
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-24,769
2379
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2380
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2381
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-431
2382
– –
-13,767
2383
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-17,170
2384
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-26,529
2385
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-93,562
2386
– –
-31,029
2387
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-16,581
2388
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-48,159
2389
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2390
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-183,530
2391
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-1,909
2392
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2393
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2394
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-715,298
2395
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-298,148
2396
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-12,217
2397
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2398
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2400
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-8,013
94 95
96
97 98