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
426
$5.75M 0.05%
82,912
+6,756
427
$5.74M 0.05%
709,891
+62,138
428
$5.71M 0.05%
208,654
-117,026
429
$5.71M 0.05%
247,730
+158,054
430
$5.7M 0.05%
183,194
-25,355
431
$5.68M 0.05%
415,156
-63,926
432
$5.68M 0.05%
128,675
+1,905
433
$5.68M 0.05%
94,891
+11,789
434
$5.68M 0.05%
73,573
+2,360
435
$5.68M 0.05%
44,662
-2,508
436
$5.66M 0.05%
137,047
-29,713
437
$5.63M 0.05%
147,301
+1,552
438
$5.62M 0.05%
35,993
+101
439
$5.6M 0.05%
68,809
+17,131
440
$5.58M 0.05%
44,179
-7,716
441
$5.54M 0.05%
355,898
-18,476
442
$5.52M 0.05%
62,325
+13,196
443
$5.51M 0.05%
179,005
-12,100
444
$5.49M 0.05%
497,282
+108,655
445
$5.47M 0.05%
190,199
+14,271
446
$5.46M 0.05%
923,668
-405,184
447
$5.45M 0.05%
68,509
-2,303
448
$5.42M 0.05%
172,344
+20,269
449
$5.41M 0.05%
117,501
+7,839
450
$5.38M 0.05%
55,871
-2,100
16 17
18
19 20