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
1126
$843K 0.01%
30,503
+12,211
1127
$843K 0.01%
29,018
-12,621
1128
$839K 0.01%
13,186
+1,510
1129
$831K 0.01%
26,390
+6,301
1130
$827K 0.01%
29,332
+371
1131
$824K 0.01%
+24,756
1132
$824K 0.01%
14,274
+3,697
1133
$823K 0.01%
9,126
+469
1134
$821K 0.01%
12,688
-176
1135
$818K 0.01%
35,970
+5,234
1136
$817K 0.01%
50,738
-10,323
1137
$812K 0.01%
7,514
+869
1138
$809K 0.01%
26,644
-6,973
1139
$808K 0.01%
50,899
-1,616
1140
$806K 0.01%
57,453
+10,322
1141
$806K 0.01%
22,341
-10,734
1142
$805K 0.01%
25,388
+2,876
1143
$804K 0.01%
34,040
-1,592
1144
$804K 0.01%
47,673
-13,135
1145
$802K 0.01%
11,196
+48
1146
$795K 0.01%
9,466
+7,857
1147
$795K 0.01%
11,561
-5,886
1148
$795K 0.01%
14,746
+4,762
1149
$793K 0.01%
12,465
+1,786
1150
$792K 0.01%
17,542
+7
44 45
46
47 48