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
676
$2.75M 0.02%
55,411
-6,775
677
$2.73M 0.02%
164,032
+2,612
678
$2.72M 0.02%
53,066
+7,690
679
$2.72M 0.02%
258,847
+60,120
680
$2.71M 0.02%
70,041
+24,377
681
$2.71M 0.02%
149,595
+16,570
682
$2.71M 0.02%
60,555
+2,732
683
$2.7M 0.02%
91,006
-20,645
684
$2.69M 0.02%
32,353
-7,573
685
$2.67M 0.02%
77,513
+13,282
686
$2.67M 0.02%
18,831
+4,526
687
$2.66M 0.02%
206,031
-1,973
688
$2.66M 0.02%
46,680
-6,968
689
$2.66M 0.02%
41,577
+13,983
690
$2.66M 0.02%
55,696
+15,107
691
$2.64M 0.02%
237,385
+32,227
692
$2.63M 0.02%
210,745
+107,932
693
$2.63M 0.02%
21,179
-2,014
694
$2.63M 0.02%
40,714
+12,941
695
$2.59M 0.02%
77,673
-18,315
696
$2.59M 0.02%
150,140
+69,472
697
$2.56M 0.02%
23,938
+3,739
698
$2.54M 0.02%
33,946
+1,212
699
$2.53M 0.02%
112,740
+12,608
700
$2.5M 0.02%
38,173
+4,833
26 27
28
29 30