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
1151
$791K 0.01%
36,549
+15,597
1152
$788K 0.01%
10,022
+1,935
1153
$787K 0.01%
9,014
+483
1154
$786K 0.01%
29,945
-3,089
1155
$784K 0.01%
36,310
+4,476
1156
$782K 0.01%
23,388
+3,550
1157
$781K 0.01%
19,272
-55,466
1158
$778K 0.01%
35,797
-689
1159
$770K 0.01%
15,934
+1,363
1160
$769K 0.01%
7,252
+2,038
1161
$768K 0.01%
16,277
+5,355
1162
$767K 0.01%
15,210
-141
1163
$767K 0.01%
61,020
-21,768
1164
$766K 0.01%
11,631
+1,728
1165
$763K 0.01%
7,238
+951
1166
$763K 0.01%
7,670
+1,622
1167
$763K 0.01%
40,400
+5,451
1168
$763K 0.01%
10,905
+2,164
1169
$761K 0.01%
151,067
+101,082
1170
$761K 0.01%
16,028
-181
1171
$760K 0.01%
24,106
+3,443
1172
$759K 0.01%
123,820
+39,600
1173
$752K 0.01%
21,401
+3,827
1174
$752K 0.01%
40,788
-6,498
1175
$748K 0.01%
4,600
-2,022
45 46
47
48 49