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
726
$2.34M 0.02%
50,522
-374
727
$2.33M 0.02%
169,762
+69,832
728
$2.33M 0.02%
4,694
+145
729
$2.32M 0.02%
73,109
+4,049
730
$2.32M 0.02%
20,286
-8,197
731
$2.29M 0.02%
20,501
+8,422
732
$2.28M 0.02%
114,078
-2,180
733
$2.27M 0.02%
121,325
+56,334
734
$2.27M 0.02%
47,259
+9,972
735
$2.26M 0.02%
234,296
-9,134
736
$2.25M 0.02%
8,711
+544
737
$2.25M 0.02%
82,609
+21,863
738
$2.24M 0.02%
69,531
+5,833
739
$2.23M 0.02%
77,967
-14,592
740
$2.23M 0.02%
564,828
+78,790
741
$2.22M 0.02%
94,340
+11,748
742
$2.22M 0.02%
26,765
+2,134
743
$2.21M 0.02%
147,123
+22,071
744
$2.21M 0.02%
44,431
+3,763
745
$2.21M 0.02%
20,669
+6,610
746
$2.21M 0.02%
40,328
+11,940
747
$2.2M 0.02%
135,718
-69,851
748
$2.2M 0.02%
153,993
-15,989
749
$2.2M 0.02%
23,514
+4,586
750
$2.19M 0.02%
65,556
-1,468
28 29
30
31 32