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
651
$2.98M 0.03%
66,982
-7,710
652
$2.94M 0.03%
144,415
+20,901
653
$2.93M 0.03%
189,494
-423,898
654
$2.92M 0.03%
49,617
+4,493
655
$2.91M 0.02%
34,100
+1,328
656
$2.91M 0.02%
47,467
-536
657
$2.89M 0.02%
89,183
+14,216
658
$2.88M 0.02%
57,613
-41,315
659
$2.88M 0.02%
100,509
+56,302
660
$2.88M 0.02%
114,136
+18,747
661
$2.87M 0.02%
77,244
-314
662
$2.87M 0.02%
47,335
+14,810
663
$2.87M 0.02%
70,555
+12,460
664
$2.87M 0.02%
79,560
-5,108
665
$2.86M 0.02%
21,141
+2,776
666
$2.84M 0.02%
105,663
+86,841
667
$2.83M 0.02%
6,464
-2,349
668
$2.81M 0.02%
58,589
+3,650
669
$2.81M 0.02%
294,254
+63,976
670
$2.81M 0.02%
11,992
-196
671
$2.8M 0.02%
124,100
+8,832
672
$2.77M 0.02%
46,223
+1,279
673
$2.76M 0.02%
85,965
-26,363
674
$2.76M 0.02%
87,589
+31,783
675
$2.75M 0.02%
34,719
+7,213
25 26
27
28 29