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
101
$26.9M 0.23%
380,988
+8,782
102
$26.8M 0.23%
668,397
+8,248
103
$26.6M 0.23%
127,987
+9,594
104
$26.5M 0.23%
96,051
+5,649
105
$26.4M 0.23%
416,652
-560
106
$26.2M 0.22%
448,890
-24,100
107
$26.1M 0.22%
1,121,037
-157,889
108
$25.7M 0.22%
818,318
+358,995
109
$25.4M 0.22%
179,699
+13,080
110
$25.4M 0.22%
419,009
-24,397
111
$25.1M 0.21%
600,195
-4,999
112
$24.8M 0.21%
341,924
+39,597
113
$24.6M 0.21%
352,098
+184
114
$24.1M 0.21%
644,742
+23,842
115
$23.6M 0.2%
272,345
+6,903
116
$23.5M 0.2%
149,713
-14,258
117
$23.4M 0.2%
452,287
+90,321
118
$23.4M 0.2%
436,974
-3,071
119
$23.3M 0.2%
207,366
+10,912
120
$23.3M 0.2%
459,060
+18,393
121
$23.2M 0.2%
224,521
+45,329
122
$23.1M 0.2%
750,762
-101,844
123
$23M 0.2%
285,389
+45,289
124
$22.9M 0.2%
857,397
+69,937
125
$22.7M 0.19%
87,211
-1,896
3 4
5
6 7