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
951
$1.25M 0.01%
117,348
+1,404
952
$1.25M 0.01%
8,222
-90
953
$1.24M 0.01%
46,157
+1,324
954
$1.24M 0.01%
24,116
-3,834
955
$1.23M 0.01%
272,974
-9,238
956
$1.23M 0.01%
26,907
+4,433
957
$1.23M 0.01%
24,640
+258
958
$1.23M 0.01%
36,926
+600
959
$1.23M 0.01%
18,972
+3,136
960
$1.22M 0.01%
43,200
+732
961
$1.21M 0.01%
29,664
-1,147
962
$1.2M 0.01%
27,624
+4,007
963
$1.2M 0.01%
8,388
+6,421
964
$1.2M 0.01%
+35,402
965
$1.2M 0.01%
55,698
-6,620
966
$1.2M 0.01%
154,174
-10,756
967
$1.2M 0.01%
29,583
-31,803
968
$1.2M 0.01%
207,699
+121,049
969
$1.2M 0.01%
14,844
+3,746
970
$1.19M 0.01%
13,412
+6,530
971
$1.19M 0.01%
129,541
-119,778
972
$1.19M 0.01%
19,276
+2,442
973
$1.18M 0.01%
50,027
-529
974
$1.18M 0.01%
8,629
+783
975
$1.18M 0.01%
18,729
+1,978
37 38
39
40 41