AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.44B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,052
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$89.1M
2 +$82.6M
3 +$59.2M
4
CVX icon
Chevron
CVX
+$58.2M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Financials 15.34%
2 Healthcare 11.71%
3 Technology 11.47%
4 Industrials 8.72%
5 Energy 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
-5,232,164
2
-959,921
3
-682,334
4
-2,224,828
5
-1,544,924
6
-479,382
7
-377,689
8
-1,700,213
9
-574,571
10
-287,227
11
-957,606
12
-663,604
13
-1,380,762
14
-890,849
15
-390,819
16
-432,086
17
-823,659
18
-646,828
19
-1,956,789
20
-1,225,848
21
-1,522,160
22
-385,178
23
-317,176
24
-245,395
25
-373,806