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
301
$8.85M 0.08%
102,319
+6,327
302
$8.84M 0.08%
122,950
+7,451
303
$8.83M 0.08%
122,902
+11,074
304
$8.83M 0.08%
399,108
+30,330
305
$8.82M 0.08%
291,860
+17,639
306
$8.72M 0.07%
62,621
-6,023
307
$8.7M 0.07%
1,006,382
+343,119
308
$8.7M 0.07%
171,474
+3,051
309
$8.69M 0.07%
114,835
-2,990
310
$8.62M 0.07%
312,234
+1,280
311
$8.57M 0.07%
194,340
+82,164
312
$8.55M 0.07%
102,673
-44,124
313
$8.47M 0.07%
166,297
-18,201
314
$8.39M 0.07%
687,009
-111,631
315
$8.39M 0.07%
93,855
-3,551
316
$8.37M 0.07%
125,591
+29,238
317
$8.34M 0.07%
162,595
-23,912
318
$8.33M 0.07%
589,423
+114,044
319
$8.31M 0.07%
212,024
+21,105
320
$8.31M 0.07%
392,229
+39,727
321
$8.25M 0.07%
200,869
+35,037
322
$8.2M 0.07%
115,145
+15,415
323
$8.18M 0.07%
128,167
+10,235
324
$8.16M 0.07%
114,943
+4,401
325
$8.12M 0.07%
223,586
+13,453
11 12
13
14 15