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
1176
$739K 0.01%
56,954
+5,899
1177
$739K 0.01%
9,690
+3,464
1178
$739K 0.01%
52,795
-5,927
1179
$739K 0.01%
50,347
+18,910
1180
$738K 0.01%
26,584
+4,529
1181
$737K 0.01%
6,910
+233
1182
$736K 0.01%
23,812
+2,418
1183
$735K 0.01%
20,938
+6,370
1184
$733K 0.01%
24,833
-19,483
1185
$733K 0.01%
12,329
+673
1186
$732K 0.01%
84,521
-45,979
1187
$729K 0.01%
16,065
+8,200
1188
$729K 0.01%
16,407
-731
1189
$729K 0.01%
40,580
-860
1190
$729K 0.01%
17,891
+1,213
1191
$727K 0.01%
18,539
-373
1192
$727K 0.01%
121,920
+23,575
1193
$726K 0.01%
10,167
+2,122
1194
$724K 0.01%
248,089
+214,173
1195
$723K 0.01%
113,659
+7,266
1196
$720K 0.01%
21,419
+6,431
1197
$720K 0.01%
39,417
+2,092
1198
$719K 0.01%
44,122
+1,549
1199
$716K 0.01%
41,356
+245
1200
$715K 0.01%
44,545
-3,823
46 47
48
49 50