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
1076
$932K 0.01%
14,309
+1,105
1077
$928K 0.01%
32,069
+3,039
1078
$927K 0.01%
35,995
-3,037
1079
$926K 0.01%
14,741
+8,328
1080
$925K 0.01%
16,258
-2,700
1081
$921K 0.01%
29,258
+17,865
1082
$920K 0.01%
27,469
+5,500
1083
$920K 0.01%
3,990
-323
1084
$918K 0.01%
20,625
+3,089
1085
$916K 0.01%
32,718
+2,499
1086
$915K 0.01%
11,472
-325
1087
$907K 0.01%
1,971
+507
1088
$903K 0.01%
21,764
+4,234
1089
$898K 0.01%
23,452
+1,655
1090
$897K 0.01%
8,442
+194
1091
$895K 0.01%
29,733
+4,373
1092
$892K 0.01%
23,106
+2,976
1093
$890K 0.01%
50,201
-23,732
1094
$889K 0.01%
10,661
+2,888
1095
$889K 0.01%
26,899
-238
1096
$888K 0.01%
29,162
+8,190
1097
$886K 0.01%
31,408
+5,626
1098
$885K 0.01%
29,323
+1,479
1099
$884K 0.01%
11,691
+3,579
1100
$883K 0.01%
27,278
-296
42 43
44
45 46