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
901
$1.44M 0.01%
21,199
+2,333
902
$1.43M 0.01%
26,583
-140
903
$1.43M 0.01%
259,141
-289,273
904
$1.42M 0.01%
40,317
-2,966
905
$1.42M 0.01%
42,543
+7,768
906
$1.42M 0.01%
45,723
+19,371
907
$1.41M 0.01%
23,072
+3,237
908
$1.41M 0.01%
70,590
+8,076
909
$1.4M 0.01%
36,364
+4,008
910
$1.4M 0.01%
105,008
+14,939
911
$1.39M 0.01%
16,518
+2
912
$1.39M 0.01%
152,232
-88,667
913
$1.39M 0.01%
16,291
-7,111
914
$1.39M 0.01%
31,264
+5,513
915
$1.38M 0.01%
20,005
+391
916
$1.38M 0.01%
77,083
+19,814
917
$1.38M 0.01%
43,292
+8,098
918
$1.38M 0.01%
327,802
+68,058
919
$1.38M 0.01%
18,133
+2,470
920
$1.37M 0.01%
26,741
-1,748
921
$1.37M 0.01%
105,105
-100,665
922
$1.36M 0.01%
33,743
+2,988
923
$1.36M 0.01%
150,746
+81,807
924
$1.36M 0.01%
40,360
-12,537
925
$1.35M 0.01%
24,087
+4,169
35 36
37
38 39