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
476
$5.07M 0.04%
293,037
+273,006
477
$5.04M 0.04%
185,245
+14,968
478
$5.01M 0.04%
73,318
-42,627
479
$5M 0.04%
122,662
-39,356
480
$4.97M 0.04%
124,248
-2,004
481
$4.97M 0.04%
78,959
+12,498
482
$4.96M 0.04%
102,337
-3,940
483
$4.94M 0.04%
69,190
+23,929
484
$4.94M 0.04%
322,590
+60,600
485
$4.92M 0.04%
104,114
+5,528
486
$4.91M 0.04%
120,363
+8,917
487
$4.9M 0.04%
84,104
+3,108
488
$4.89M 0.04%
134,125
+43,396
489
$4.88M 0.04%
175,584
-155,745
490
$4.88M 0.04%
265,583
-27,174
491
$4.88M 0.04%
92,664
+21,048
492
$4.87M 0.04%
169,635
+16,055
493
$4.85M 0.04%
37,049
+17,571
494
$4.84M 0.04%
91,449
-12,004
495
$4.78M 0.04%
280,780
+84,277
496
$4.77M 0.04%
161,523
-21,250
497
$4.77M 0.04%
116,622
+12,566
498
$4.76M 0.04%
109,023
-13,283
499
$4.75M 0.04%
21,557
+1,227
500
$4.74M 0.04%
101,295
-202
18 19
20
21 22