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
976
$1.18M 0.01%
23,808
+4,500
977
$1.18M 0.01%
11,545
+5,210
978
$1.18M 0.01%
24,345
+3,499
979
$1.18M 0.01%
17,328
-8,175
980
$1.18M 0.01%
16,155
+1,819
981
$1.17M 0.01%
42,039
+7,947
982
$1.17M 0.01%
36,940
+972
983
$1.16M 0.01%
26,134
+2,602
984
$1.16M 0.01%
18,834
+2,950
985
$1.16M 0.01%
14,792
+2,555
986
$1.15M 0.01%
51,150
+16,982
987
$1.15M 0.01%
19,608
+26
988
$1.15M 0.01%
24,003
-1,965
989
$1.15M 0.01%
24,190
+3,804
990
$1.14M 0.01%
49,209
+9,468
991
$1.14M 0.01%
21,977
-534
992
$1.14M 0.01%
33,771
+5,593
993
$1.14M 0.01%
64,766
+1,750
994
$1.13M 0.01%
34,113
-8,095
995
$1.13M 0.01%
24,922
+1,186
996
$1.13M 0.01%
14,618
-153
997
$1.13M 0.01%
47,905
+19,159
998
$1.13M 0.01%
412,781
+169,987
999
$1.13M 0.01%
25,640
-310
1000
$1.12M 0.01%
102,356
+8,579
38 39
40
41 42