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
1001
$1.12M 0.01%
53,117
+14,752
1002
$1.12M 0.01%
44,994
+9,719
1003
$1.11M 0.01%
35,097
+965
1004
$1.11M 0.01%
11,518
-7,935
1005
$1.1M 0.01%
17,603
-438
1006
$1.1M 0.01%
23,253
-1,787
1007
$1.1M 0.01%
40,061
+19,106
1008
$1.09M 0.01%
25,153
+1,941
1009
$1.09M 0.01%
196,863
+54,114
1010
$1.09M 0.01%
24,201
+1,354
1011
$1.08M 0.01%
22,172
+10,443
1012
$1.08M 0.01%
136,272
+35,668
1013
$1.08M 0.01%
14,400
+316
1014
$1.08M 0.01%
23,324
+4,422
1015
$1.08M 0.01%
37,371
+5,412
1016
$1.08M 0.01%
128,079
-21,061
1017
$1.08M 0.01%
83,673
+43,599
1018
$1.07M 0.01%
26,879
-4,625
1019
$1.07M 0.01%
55,686
+17,826
1020
$1.07M 0.01%
32,285
-21,334
1021
$1.07M 0.01%
73,248
+12,319
1022
$1.06M 0.01%
40,044
-20,262
1023
$1.06M 0.01%
66,387
+3,369
1024
$1.06M 0.01%
36,534
+6,490
1025
$1.05M 0.01%
44,645
+20,015
39 40
41
42 43