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
701
$2.48M 0.02%
25,210
+9,152
702
$2.47M 0.02%
423,052
-268,137
703
$2.47M 0.02%
12,751
+1,692
704
$2.46M 0.02%
59,664
-6,062
705
$2.46M 0.02%
90,282
+1,320
706
$2.44M 0.02%
302,522
+49,973
707
$2.44M 0.02%
235,565
+39,013
708
$2.44M 0.02%
15,508
-3,022
709
$2.43M 0.02%
184,962
+48,882
710
$2.43M 0.02%
54,934
+11,192
711
$2.42M 0.02%
352,684
+42,026
712
$2.42M 0.02%
79,289
-29,822
713
$2.42M 0.02%
18,521
+4,092
714
$2.41M 0.02%
20,519
-601
715
$2.39M 0.02%
362,801
+65,072
716
$2.39M 0.02%
167,484
+49,537
717
$2.39M 0.02%
83,070
-3,445
718
$2.38M 0.02%
31,557
+11,875
719
$2.38M 0.02%
77,288
+39,772
720
$2.38M 0.02%
30,933
-1,002
721
$2.37M 0.02%
126,421
+17,063
722
$2.36M 0.02%
48,005
+2,105
723
$2.36M 0.02%
61,223
+4,394
724
$2.35M 0.02%
82,906
+11,275
725
$2.34M 0.02%
35,088
+12,355
27 28
29
30 31