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
376
$6.85M 0.06%
156,228
+31,430
377
$6.83M 0.06%
48,501
-208
378
$6.82M 0.06%
149,745
-25,682
379
$6.82M 0.06%
166,078
+3,312
380
$6.8M 0.06%
365,206
-24,416
381
$6.79M 0.06%
751,180
+113,640
382
$6.78M 0.06%
209,149
+8,550
383
$6.75M 0.06%
337,148
+155,733
384
$6.75M 0.06%
115,690
+10,413
385
$6.75M 0.06%
170,993
+45,853
386
$6.72M 0.06%
191,122
+27,951
387
$6.71M 0.06%
168,411
+20,683
388
$6.61M 0.06%
50,894
+5,928
389
$6.59M 0.06%
36,561
+8,686
390
$6.58M 0.06%
106,750
+57,270
391
$6.54M 0.06%
147,560
+7,137
392
$6.5M 0.06%
2,211,399
-937,875
393
$6.44M 0.06%
47,565
-747
394
$6.43M 0.06%
1,647,733
+77,864
395
$6.4M 0.05%
383,235
+98,518
396
$6.31M 0.05%
95,456
+6,176
397
$6.3M 0.05%
131,915
+17,358
398
$6.3M 0.05%
187,250
+18,696
399
$6.29M 0.05%
145,293
-18,249
400
$6.29M 0.05%
325,505
+50,039
14 15
16
17 18