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
$11.7B
AUM Growth
+$775M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,139
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$20.4M
3
+$16.4M
4
XOM icon
Exxon Mobil
XOM
+$15.9M
5
CB icon
Chubb
CB
+$14.5M

Top Sells

1
+$27.2M
2
+$15.8M
3
+$12.7M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$10.5M
5
PRE
PARTNERRE LTD
PRE
+$10.1M

Sector Composition

1 Financials 16.03%
2 Technology 14.54%
3 Healthcare 13.77%
4 Consumer Staples 9.38%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.2M 0.1%
275,217
+36,469
227
$12.2M 0.1%
146,341
+11,308
228
$12.2M 0.1%
1,902,278
+442,243
229
$12.1M 0.1%
297,046
+32,504
230
$12.1M 0.1%
578,127
+70,803
231
$12.1M 0.1%
242,452
+29,266
232
$11.9M 0.1%
135,757
-1,409
233
$11.9M 0.1%
113,973
+12,595
234
$11.9M 0.1%
356,374
-7,275
235
$11.9M 0.1%
223,555
+20,786
236
$11.9M 0.1%
663,897
+315,688
237
$11.8M 0.1%
263,666
+25,777
238
$11.8M 0.1%
68,587
+5,497
239
$11.8M 0.1%
213,826
+39,523
240
$11.8M 0.1%
419,443
+10,107
241
$11.7M 0.1%
121,576
+8,990
242
$11.7M 0.1%
770,125
+138,242
243
$11.6M 0.1%
63,470
+9,052
244
$11.5M 0.1%
134,476
-10,542
245
$11.4M 0.1%
194,772
+27,077
246
$11.3M 0.1%
90,007
+10,528
247
$11.3M 0.1%
146,875
+36,874
248
$11.2M 0.1%
1,403,585
+21,571
249
$11.1M 0.1%
112,626
+24,856
250
$11.1M 0.1%
719,370
+256,430
8 9
10
11 12