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
351
$7.43M 0.06%
2,331,849
+1,316,011
352
$7.43M 0.06%
170,512
+8,651
353
$7.39M 0.06%
38,847
+2,389
354
$7.34M 0.06%
158,737
-13,349
355
$7.18M 0.06%
215,722
-9,424
356
$7.15M 0.06%
120,808
+78
357
$7.15M 0.06%
115,242
+5,884
358
$7.14M 0.06%
207,958
+69,033
359
$7.13M 0.06%
205,184
+24,332
360
$7.12M 0.06%
7,989,760
+1,511,320
361
$7.11M 0.06%
71,509
-961
362
$7.08M 0.06%
930,425
+316,288
363
$7.08M 0.06%
34,935
+794
364
$7.08M 0.06%
108,564
+330
365
$7.05M 0.06%
92,705
+4,603
366
$7.03M 0.06%
264,950
-5,060
367
$7M 0.06%
90,708
+2,332
368
$6.96M 0.06%
193,920
-42,789
369
$6.96M 0.06%
127,813
-39,072
370
$6.94M 0.06%
1,562,449
+56,772
371
$6.91M 0.06%
37,782
-1,830
372
$6.88M 0.06%
365,948
+56,127
373
$6.87M 0.06%
102,485
+4,899
374
$6.87M 0.06%
526,433
+21,311
375
$6.87M 0.06%
74,570
+15,274
13 14
15
16 17