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
1051
$997K 0.01%
31,114
+9,448
1052
$997K 0.01%
61,627
+43,659
1053
$996K 0.01%
32,358
+1,918
1054
$993K 0.01%
16,514
+943
1055
$988K 0.01%
25,101
+582
1056
$987K 0.01%
20,299
+2,580
1057
$986K 0.01%
1,197
-44
1058
$983K 0.01%
26,194
+3,252
1059
$974K 0.01%
22,823
-362
1060
$974K 0.01%
26,604
+2,099
1061
$972K 0.01%
19,280
+6,484
1062
$969K 0.01%
27,468
+1,600
1063
$969K 0.01%
15,355
+3,776
1064
$966K 0.01%
25,508
-3,842
1065
$958K 0.01%
58,918
-12,030
1066
$957K 0.01%
33,765
+10,936
1067
$948K 0.01%
59,496
-10,324
1068
$944K 0.01%
20,712
+649
1069
$942K 0.01%
17,112
-42,623
1070
$939K 0.01%
56,349
+2,130
1071
$939K 0.01%
61,760
+432
1072
$936K 0.01%
35,592
-9,776
1073
$935K 0.01%
58,592
+3,330
1074
$935K 0.01%
7,268
+536
1075
$934K 0.01%
25,349
+6,122
41 42
43
44 45