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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
$22.6B
AUM Growth
-$5.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,461
New
Increased
Reduced
Closed

Top Buys

1
+$72.4M
2
+$42.4M
3
+$38.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.6M
5
GILD icon
Gilead Sciences
GILD
+$24.9M

Top Sells

1
+$50M
2
+$43.5M
3
+$33.6M
4
PSX icon
Phillips 66
PSX
+$31.6M
5
DIS icon
Walt Disney
DIS
+$31.4M

Sector Composition

1 Technology 22.63%
2 Healthcare 14.97%
3 Financials 14.12%
4 Consumer Discretionary 9.55%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
– –
-1,053
2452
– –
-9,084
2453
– –
-2,860
2454
– –
-18,953
2455
– –
-38,229
2456
– –
-3,401
2457
– –
-3,546
2458
– –
-7,454
2459
– –
-1,679
2460
– –
-3,841
2461
– –
-50,706
95 96 97 98
99