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
251
$11.1M 0.09%
361,280
+161,500
252
$11.1M 0.09%
126,370
+11,621
253
$11M 0.09%
156,983
+1,771
254
$11M 0.09%
332,019
+1,460
255
$11M 0.09%
238,453
+5,806
256
$11M 0.09%
126,656
-13,188
257
$10.8M 0.09%
450,657
-5,559
258
$10.7M 0.09%
130,949
+2,957
259
$10.7M 0.09%
1,245,819
-87,948
260
$10.7M 0.09%
242,394
-4,992
261
$10.7M 0.09%
225,623
+37,071
262
$10.6M 0.09%
112,083
+9,309
263
$10.6M 0.09%
222,246
+15,548
264
$10.5M 0.09%
1,792,586
-22,421
265
$10.5M 0.09%
287,586
+142,773
266
$10.5M 0.09%
201,024
+13,256
267
$10.3M 0.09%
292,983
-43,186
268
$10.2M 0.09%
589,704
+32,237
269
$10.2M 0.09%
169,806
+25,043
270
$10.1M 0.09%
129,652
+48,725
271
$10.1M 0.09%
358,606
-21,813
272
$10.1M 0.09%
1,007,084
+298,720
273
$10.1M 0.09%
265,312
+35,305
274
$10.1M 0.09%
185,967
-9,882
275
$10M 0.09%
313,375
+48,549
9 10
11
12 13