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
876
$1.52M 0.01%
34,901
-932
877
$1.52M 0.01%
9,985
+7,219
878
$1.51M 0.01%
435,310
+67,676
879
$1.51M 0.01%
126,602
+56,404
880
$1.5M 0.01%
66,815
+13,283
881
$1.5M 0.01%
16,645
+2,032
882
$1.49M 0.01%
53,821
-787
883
$1.49M 0.01%
27,054
-7,928
884
$1.49M 0.01%
16,384
-653
885
$1.48M 0.01%
37,997
-1,645
886
$1.47M 0.01%
25,933
+838
887
$1.47M 0.01%
26,465
+20,547
888
$1.47M 0.01%
39,549
+3,117
889
$1.47M 0.01%
3,712
-1,004
890
$1.47M 0.01%
17,422
-1,268
891
$1.46M 0.01%
88,657
-6,244
892
$1.46M 0.01%
9,179
+1,694
893
$1.45M 0.01%
83,721
-32,288
894
$1.45M 0.01%
27,655
+4,173
895
$1.45M 0.01%
6,652
+1,866
896
$1.45M 0.01%
10,960
+1,760
897
$1.45M 0.01%
43,103
+7,734
898
$1.44M 0.01%
8,106
-10
899
$1.44M 0.01%
35,308
-2,337
900
$1.44M 0.01%
26,112
+1,021
34 35
36
37 38