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
551
$4.12M 0.04%
133,303
+1,646
552
$4.12M 0.04%
128,059
+89,054
553
$4.12M 0.04%
185,316
+9,132
554
$4.12M 0.04%
271,612
+23,116
555
$4.11M 0.04%
31,144
+6,256
556
$4.09M 0.04%
54,846
+5,402
557
$4.09M 0.04%
125,429
-1,008
558
$4.09M 0.04%
180,018
+86,096
559
$4.08M 0.03%
164,739
-18,771
560
$4.07M 0.03%
34,793
+382
561
$4.07M 0.03%
25,384
+2,086
562
$4.07M 0.03%
431,950
+27,450
563
$4.06M 0.03%
508,271
-143,180
564
$4.03M 0.03%
309,450
+69,994
565
$4M 0.03%
145,420
+1,386
566
$4M 0.03%
50,500
+882
567
$4M 0.03%
154,448
+11,900
568
$3.98M 0.03%
37,659
+8,023
569
$3.95M 0.03%
53,205
+14,457
570
$3.92M 0.03%
332,540
+48,707
571
$3.9M 0.03%
83,864
-2,372
572
$3.86M 0.03%
240,278
+100,051
573
$3.83M 0.03%
52,234
+7,426
574
$3.83M 0.03%
121,839
-60,793
575
$3.81M 0.03%
141,035
+60,090
21 22
23
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