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
776
$2.03M 0.02%
64,920
+2,213
777
$2.03M 0.02%
31,110
+1,621
778
$2.03M 0.02%
37,918
+6,865
779
$2.03M 0.02%
35,053
+7,597
780
$2.02M 0.02%
39,929
+2,492
781
$2.02M 0.02%
54,917
+6,759
782
$2.02M 0.02%
65,281
+254
783
$2.02M 0.02%
110,428
+14,891
784
$2.01M 0.02%
50,859
+7,680
785
$2.01M 0.02%
64,707
-40,073
786
$2.01M 0.02%
20,646
-3,108
787
$2M 0.02%
27,290
-1,420
788
$1.99M 0.02%
93,026
-16,111
789
$1.99M 0.02%
220,837
-81,089
790
$1.98M 0.02%
142,750
+39,900
791
$1.97M 0.02%
35,811
-683
792
$1.96M 0.02%
29,069
+19,044
793
$1.96M 0.02%
78,776
-2,279
794
$1.96M 0.02%
21,863
+3,340
795
$1.95M 0.02%
37,538
+4,772
796
$1.95M 0.02%
75,380
+6,361
797
$1.95M 0.02%
40,043
-3,024
798
$1.94M 0.02%
136,680
+23,494
799
$1.94M 0.02%
402,300
-191,566
800
$1.92M 0.02%
79,436
+44,447
30 31
32
33 34