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
1026
$1.05M 0.01%
106,763
+27,018
1027
$1.05M 0.01%
8,434
-948
1028
$1.05M 0.01%
90,358
+3,479
1029
$1.04M 0.01%
9,856
-198
1030
$1.04M 0.01%
34,850
-19,701
1031
$1.04M 0.01%
2,623
+246
1032
$1.03M 0.01%
18,362
+2,884
1033
$1.03M 0.01%
26,041
-1,366
1034
$1.03M 0.01%
239,636
+195,126
1035
$1.02M 0.01%
16,662
+929
1036
$1.02M 0.01%
183,084
-38,543
1037
$1.02M 0.01%
42,996
+1,877
1038
$1.02M 0.01%
14,358
-4,491
1039
$1.02M 0.01%
77,169
+705
1040
$1.01M 0.01%
45,424
-27,723
1041
$1.01M 0.01%
55,030
+1,885
1042
$1.01M 0.01%
421
+56
1043
$1.01M 0.01%
21,354
+6,035
1044
$1.01M 0.01%
14,578
+4,236
1045
$1M 0.01%
17,729
-311
1046
$1M 0.01%
23,639
+3,419
1047
$1M 0.01%
135,350
-70,349
1048
$1M 0.01%
16,769
+2,174
1049
$1M 0.01%
11,409
+1,576
1050
$999K 0.01%
39,473
+7,313
40 41
42
43 44