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
526
$4.36M 0.04%
170,764
+11,115
527
$4.35M 0.04%
98,149
-5,681
528
$4.33M 0.04%
78,802
+8,389
529
$4.33M 0.04%
135,523
+28,002
530
$4.31M 0.04%
73,447
+5,604
531
$4.31M 0.04%
133,571
-49,967
532
$4.3M 0.04%
49,953
-7,976
533
$4.29M 0.04%
86,378
+4,346
534
$4.27M 0.04%
257,441
+67,065
535
$4.26M 0.04%
141,013
+2,335
536
$4.26M 0.04%
274,348
+160,228
537
$4.26M 0.04%
125,970
+4,782
538
$4.25M 0.04%
24,198
-1,272
539
$4.25M 0.04%
142,653
+65,011
540
$4.24M 0.04%
78,970
-17,137
541
$4.23M 0.04%
50,065
+5,205
542
$4.23M 0.04%
42,722
+13,795
543
$4.23M 0.04%
20,873
+1,842
544
$4.22M 0.04%
510,860
+43,530
545
$4.21M 0.04%
146,722
+101,313
546
$4.2M 0.04%
57,700
+4,685
547
$4.17M 0.04%
120,702
+6,503
548
$4.16M 0.04%
103,715
+35,602
549
$4.14M 0.04%
636,042
+72,180
550
$4.12M 0.04%
114,601
+16,880
20 21
22
23 24