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
276
$9.98M 0.09%
279,424
+22,827
277
$9.88M 0.08%
253,778
+139,329
278
$9.73M 0.08%
179,748
-2,069
279
$9.72M 0.08%
789,262
+130,197
280
$9.71M 0.08%
232,248
+7,750
281
$9.62M 0.08%
246,455
+64,241
282
$9.62M 0.08%
142,109
+4,032
283
$9.57M 0.08%
63,350
+6,008
284
$9.51M 0.08%
554,480
-35,556
285
$9.49M 0.08%
214,933
-1,590
286
$9.38M 0.08%
294,656
+18,360
287
$9.28M 0.08%
366,955
+222,666
288
$9.22M 0.08%
97,780
+6,889
289
$9.22M 0.08%
145,157
+31,603
290
$9.19M 0.08%
125,096
+23,359
291
$9.18M 0.08%
97,642
-609
292
$9.18M 0.08%
433,183
+17,650
293
$9.14M 0.08%
261,510
-21,911
294
$9.08M 0.08%
195,059
+54,613
295
$9.06M 0.08%
192,710
+38,405
296
$9.06M 0.08%
81,593
+13,652
297
$9.05M 0.08%
4,352,472
-287,867
298
$8.99M 0.08%
155,290
+20,791
299
$8.95M 0.08%
580,612
-97,756
300
$8.86M 0.08%
103,476
+16,459
10 11
12
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