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
51
$43.8M 0.38%
1,618,298
-28,042
52
$43.4M 0.37%
483,745
-6,924
53
$41.8M 0.36%
556,907
+14,465
54
$41.2M 0.35%
849,391
+420,172
55
$40M 0.34%
2,956,889
-606,196
56
$39.5M 0.34%
685,923
+28,966
57
$39.3M 0.34%
249,224
+3,817
58
$39.2M 0.34%
656,321
+27,940
59
$38.8M 0.33%
679,027
+108,530
60
$38.3M 0.33%
331,502
+11,276
61
$38M 0.33%
685,690
+50,731
62
$37.9M 0.32%
400,538
-8,652
63
$37.8M 0.32%
353,913
+30,031
64
$37.8M 0.32%
191,205
+23,294
65
$36.8M 0.31%
1,342,427
+259,224
66
$34.8M 0.3%
483,355
-18,528
67
$34.7M 0.3%
300,592
+109,542
68
$34.5M 0.3%
850,301
+20,528
69
$34.4M 0.29%
344,079
+27,660
70
$34.4M 0.29%
294,657
+340
71
$33.8M 0.29%
152,549
+580
72
$32.9M 0.28%
446,148
+94,831
73
$32.8M 0.28%
520,475
+35,541
74
$32.6M 0.28%
647,836
+35,199
75
$32.6M 0.28%
434,293
+93,216
1 2
3
4 5