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
451
$5.38M 0.05%
28,172
-2,660
452
$5.36M 0.05%
78,236
+4,592
453
$5.34M 0.05%
112,672
+16,180
454
$5.34M 0.05%
125,845
+8,980
455
$5.32M 0.05%
71,654
-9,318
456
$5.32M 0.05%
180,757
+1,079
457
$5.3M 0.05%
535,666
-29,249
458
$5.26M 0.05%
179,035
+1,165
459
$5.24M 0.04%
778,805
+274,598
460
$5.24M 0.04%
458,208
-297,410
461
$5.21M 0.04%
112,370
-971
462
$5.21M 0.04%
135,451
+22,044
463
$5.2M 0.04%
1,314,950
-111,950
464
$5.19M 0.04%
46,728
-4,622
465
$5.18M 0.04%
160,051
+44,867
466
$5.17M 0.04%
67,299
+7,578
467
$5.16M 0.04%
61,820
+41
468
$5.15M 0.04%
144,586
-1,696
469
$5.13M 0.04%
174,624
+42,996
470
$5.13M 0.04%
176,459
-22,096
471
$5.13M 0.04%
314,424
+2,263
472
$5.12M 0.04%
55,573
-2,582
473
$5.12M 0.04%
64,756
-24,572
474
$5.12M 0.04%
407,909
+151,448
475
$5.08M 0.04%
138,122
+8,643
17 18
19
20 21