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
851
$1.64M 0.01%
118,334
+57,096
852
$1.64M 0.01%
31,428
+7,791
853
$1.64M 0.01%
128,531
-5,659
854
$1.64M 0.01%
33,089
+4,332
855
$1.64M 0.01%
35,188
+2,131
856
$1.64M 0.01%
491,033
+266,173
857
$1.63M 0.01%
7,942
+1,670
858
$1.63M 0.01%
124,037
+13,543
859
$1.63M 0.01%
76,982
-4,013
860
$1.62M 0.01%
97,709
+49,075
861
$1.61M 0.01%
60,801
-1,017
862
$1.6M 0.01%
18,356
-37
863
$1.59M 0.01%
59,542
+36,432
864
$1.58M 0.01%
24,397
-2,424
865
$1.58M 0.01%
39,929
+1,247
866
$1.58M 0.01%
32,956
+3,061
867
$1.58M 0.01%
24,193
-2,700
868
$1.57M 0.01%
9,641
+813
869
$1.56M 0.01%
156,156
+5,154
870
$1.56M 0.01%
37,593
-19,657
871
$1.55M 0.01%
67,559
+3,612
872
$1.55M 0.01%
19,738
+2,265
873
$1.54M 0.01%
142,812
-41,411
874
$1.53M 0.01%
30,409
-3,009
875
$1.53M 0.01%
23,446
+7,507
33 34
35
36 37