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
626
$3.19M 0.03%
139,023
+17,293
627
$3.18M 0.03%
47,906
+10,988
628
$3.18M 0.03%
2,591
-43
629
$3.18M 0.03%
26,803
+398
630
$3.17M 0.03%
31,425
+2,072
631
$3.17M 0.03%
101,814
-11,624
632
$3.17M 0.03%
35,791
+9,554
633
$3.16M 0.03%
36,971
+11,402
634
$3.16M 0.03%
91,043
+46,914
635
$3.15M 0.03%
20,947
-6,366
636
$3.14M 0.03%
244,572
+115,368
637
$3.14M 0.03%
125,079
-24,255
638
$3.11M 0.03%
39,976
+1,412
639
$3.09M 0.03%
279,811
+95,448
640
$3.08M 0.03%
22,518
+492
641
$3.08M 0.03%
60,255
-801
642
$3.04M 0.03%
46,580
+4,570
643
$3.04M 0.03%
28,043
-1,428
644
$3.02M 0.03%
55,287
+29,627
645
$3.01M 0.03%
37,634
+2,179
646
$3.01M 0.03%
155,947
+36,196
647
$3M 0.03%
+71,948
648
$3M 0.03%
226,071
-42,748
649
$3M 0.03%
31,962
-9,566
650
$2.99M 0.03%
35,621
+1,042
24 25
26
27 28