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
326
$8.06M 0.07%
24,367
+5,852
327
$8.04M 0.07%
204,639
+16,584
328
$8.02M 0.07%
49,382
+25,376
329
$8.02M 0.07%
114,221
+5,570
330
$8M 0.07%
258,319
+38,441
331
$8M 0.07%
242,398
+31,003
332
$7.95M 0.07%
128,338
-18,587
333
$7.94M 0.07%
82,242
+14,315
334
$7.92M 0.07%
219,495
+14,415
335
$7.91M 0.07%
118,485
+21,996
336
$7.87M 0.07%
104,897
+1,036
337
$7.86M 0.07%
585,922
+30,415
338
$7.85M 0.07%
113,831
+16,823
339
$7.76M 0.07%
199,822
+43,288
340
$7.72M 0.07%
82,335
+2,201
341
$7.66M 0.07%
506,587
+265,210
342
$7.66M 0.07%
239,718
+14,256
343
$7.64M 0.07%
21,199
-2,270
344
$7.64M 0.07%
138,895
-12,259
345
$7.55M 0.06%
119,284
+7,276
346
$7.53M 0.06%
253,328
+35,077
347
$7.52M 0.06%
74,877
+7,544
348
$7.46M 0.06%
188,228
+21,120
349
$7.44M 0.06%
70,687
-2,504
350
$7.44M 0.06%
121,941
+17,159
12 13
14
15 16