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
751
$2.19M 0.02%
20,689
+6,970
752
$2.18M 0.02%
1,259
+189
753
$2.17M 0.02%
34,110
+928
754
$2.17M 0.02%
21,197
+5,420
755
$2.16M 0.02%
52,385
-543
756
$2.15M 0.02%
168,758
+35,577
757
$2.14M 0.02%
14,360
+5,206
758
$2.13M 0.02%
61,672
+26,854
759
$2.13M 0.02%
17,074
+4,864
760
$2.12M 0.02%
29,406
+2,216
761
$2.12M 0.02%
408,872
-53,350
762
$2.11M 0.02%
84,212
+25,560
763
$2.1M 0.02%
28,947
+2,777
764
$2.09M 0.02%
51,804
+8,099
765
$2.08M 0.02%
42,322
+3,776
766
$2.07M 0.02%
148,999
-75,334
767
$2.07M 0.02%
48,020
+5,538
768
$2.06M 0.02%
61,022
+13,101
769
$2.06M 0.02%
76,352
-11,564
770
$2.06M 0.02%
649,960
+463,165
771
$2.05M 0.02%
71,713
+15,121
772
$2.04M 0.02%
119,288
+8,037
773
$2.04M 0.02%
61,894
+2,629
774
$2.04M 0.02%
30,750
+13,071
775
$2.04M 0.02%
24,112
-2,112
29 30
31
32 33