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
826
$1.76M 0.02%
46,254
+6,698
827
$1.76M 0.02%
15,563
-886
828
$1.76M 0.02%
36,974
+5,191
829
$1.75M 0.02%
83,716
+67,891
830
$1.75M 0.01%
36,076
+250
831
$1.75M 0.01%
44,969
-5,033
832
$1.74M 0.01%
47,794
+3,573
833
$1.74M 0.01%
120,230
+20,144
834
$1.74M 0.01%
528,941
+11,128
835
$1.73M 0.01%
96,935
+26,794
836
$1.73M 0.01%
13,884
+1,111
837
$1.72M 0.01%
129,021
+3,035
838
$1.72M 0.01%
65,163
-38,775
839
$1.72M 0.01%
49,770
-451
840
$1.71M 0.01%
48,832
-4,237
841
$1.71M 0.01%
306,368
+12,642
842
$1.7M 0.01%
32,785
+2,839
843
$1.7M 0.01%
+73,835
844
$1.69M 0.01%
41,285
+19,493
845
$1.69M 0.01%
67,938
+5,639
846
$1.68M 0.01%
36,020
-2,519
847
$1.67M 0.01%
15,622
+4,196
848
$1.66M 0.01%
19,823
+549
849
$1.65M 0.01%
202,930
+37,472
850
$1.65M 0.01%
35,771
+7,017
32 33
34
35 36