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
926
$1.35M 0.01%
69,790
-996
927
$1.33M 0.01%
141,527
-17,361
928
$1.33M 0.01%
189,477
-98,950
929
$1.32M 0.01%
30,753
+5,427
930
$1.31M 0.01%
93,364
+59,389
931
$1.31M 0.01%
80,058
+4,077
932
$1.31M 0.01%
18,045
+3,151
933
$1.3M 0.01%
74,078
-8,516
934
$1.3M 0.01%
26,832
+6,899
935
$1.3M 0.01%
21,160
+7,888
936
$1.3M 0.01%
27,560
+1,088
937
$1.3M 0.01%
80,681
-85,853
938
$1.29M 0.01%
9,499
+2,786
939
$1.29M 0.01%
14,448
+792
940
$1.29M 0.01%
17,735
+2,986
941
$1.28M 0.01%
36,015
+831
942
$1.28M 0.01%
96,516
-10,732
943
$1.28M 0.01%
11,961
+1,666
944
$1.27M 0.01%
29,579
+7,416
945
$1.27M 0.01%
67,510
+8,880
946
$1.27M 0.01%
41,438
-7,441
947
$1.27M 0.01%
17,810
-18
948
$1.26M 0.01%
20,861
-893
949
$1.26M 0.01%
34,440
-32,646
950
$1.25M 0.01%
24,780
+4,063
36 37
38
39 40