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
601
$3.52M 0.03%
168,151
+8,206
602
$3.52M 0.03%
53,977
+8,053
603
$3.51M 0.03%
59,194
+6,583
604
$3.51M 0.03%
30,828
+2,827
605
$3.48M 0.03%
39,255
-2,730
606
$3.47M 0.03%
30,397
+4,308
607
$3.47M 0.03%
39,287
-6,297
608
$3.45M 0.03%
72,969
+13,715
609
$3.42M 0.03%
70,099
+8,015
610
$3.4M 0.03%
123,863
+8,559
611
$3.36M 0.03%
52,119
-854
612
$3.36M 0.03%
26,238
+8,685
613
$3.33M 0.03%
244,583
+18,855
614
$3.32M 0.03%
317,043
+76,525
615
$3.31M 0.03%
44,483
+4,079
616
$3.31M 0.03%
94,223
-1,533
617
$3.29M 0.03%
645,560
+85,792
618
$3.28M 0.03%
39,934
-6,116
619
$3.28M 0.03%
133,798
+38,084
620
$3.27M 0.03%
57,121
-738
621
$3.26M 0.03%
272,077
+8,599
622
$3.24M 0.03%
71,804
+7,647
623
$3.24M 0.03%
29,118
+876
624
$3.22M 0.03%
76,566
+1,953
625
$3.22M 0.03%
41,341
+12,403
23 24
25
26 27