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
501
$4.71M 0.04%
114,807
+8,352
502
$4.69M 0.04%
1,187,776
-215,742
503
$4.68M 0.04%
203,109
-125,211
504
$4.67M 0.04%
46,377
+3,182
505
$4.65M 0.04%
147,681
+1,518
506
$4.65M 0.04%
87,948
+17,866
507
$4.62M 0.04%
99,665
+25,176
508
$4.61M 0.04%
73,704
+9,322
509
$4.56M 0.04%
175,669
+4,843
510
$4.56M 0.04%
5,676
+2
511
$4.54M 0.04%
124,032
+44,628
512
$4.5M 0.04%
124,518
+18,573
513
$4.5M 0.04%
131,738
+37,516
514
$4.5M 0.04%
52,961
-7,016
515
$4.48M 0.04%
329,620
+8,726
516
$4.46M 0.04%
86,300
+29,878
517
$4.44M 0.04%
178,423
+26,827
518
$4.42M 0.04%
53,826
+3,229
519
$4.42M 0.04%
40,945
+6,891
520
$4.4M 0.04%
320,453
-125,241
521
$4.39M 0.04%
530,706
-53,700
522
$4.39M 0.04%
129,625
+25,362
523
$4.38M 0.04%
164,887
+28,479
524
$4.38M 0.04%
54,647
+7,229
525
$4.37M 0.04%
158,994
+52,791
19 20
21
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