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
76
$32.6M 0.28%
429,864
+8,658
77
$32.3M 0.28%
773,831
-208,590
78
$32.1M 0.27%
1,084,604
+74,540
79
$31.5M 0.27%
997,414
+88,580
80
$31.1M 0.27%
793,822
+53,452
81
$30.7M 0.26%
385,903
+94,559
82
$30.1M 0.26%
749,249
+247,314
83
$29.9M 0.26%
111,680
-2,582
84
$29.8M 0.25%
690,897
-852
85
$29.8M 0.25%
221,385
+5,205
86
$29.7M 0.25%
1,055,797
-138,413
87
$29.4M 0.25%
323,982
+38,694
88
$29.3M 0.25%
382,907
+42,556
89
$29M 0.25%
504,966
+21,770
90
$29M 0.25%
351,952
+62,383
91
$28.8M 0.25%
341,618
-647
92
$28.7M 0.25%
22,297
-867
93
$28.7M 0.25%
206,640
+3,713
94
$28.3M 0.24%
223,102
-34,054
95
$28.2M 0.24%
551,772
+107,485
96
$27.6M 0.24%
432,830
+7,065
97
$27.5M 0.24%
1,067,636
+19,450
98
$27.3M 0.23%
227,663
+28,490
99
$27.3M 0.23%
258,559
-14,309
100
$27M 0.23%
500,388
+8,392
2 3
4
5 6