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
1101
$881K 0.01%
12,997
-1,770
1102
$877K 0.01%
25,478
+1,221
1103
$876K 0.01%
11,834
+3,011
1104
$873K 0.01%
13,508
+1,101
1105
$872K 0.01%
23,986
-988
1106
$868K 0.01%
55,341
+340
1107
$867K 0.01%
8,631
+1,667
1108
$863K 0.01%
24,099
+5,955
1109
$862K 0.01%
21,398
+2,713
1110
$861K 0.01%
26,663
+6,455
1111
$860K 0.01%
34,913
+5,090
1112
$858K 0.01%
8,880
+1,509
1113
$857K 0.01%
13,725
+5,099
1114
$856K 0.01%
122,254
-68,843
1115
$854K 0.01%
4
1116
$853K 0.01%
9,833
+1,948
1117
$852K 0.01%
4,404
+1,266
1118
$851K 0.01%
44,603
-24,474
1119
$848K 0.01%
64,329
-25,231
1120
$847K 0.01%
18,142
+614
1121
$846K 0.01%
31,442
-493
1122
$846K 0.01%
21,632
-357
1123
$845K 0.01%
34,258
+2,202
1124
$844K 0.01%
25,147
+1,618
1125
$844K 0.01%
27,446
+1,078
43 44
45
46 47