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
1251
$640K 0.01%
16,999
+3,210
1252
$638K 0.01%
7,229
-1,728
1253
$631K 0.01%
8,886
+1,064
1254
$631K 0.01%
114,880
-9,953
1255
$630K 0.01%
33,629
-4,155
1256
$628K 0.01%
39,618
+15,430
1257
$627K 0.01%
31,152
+4,630
1258
$625K 0.01%
9,350
+2,901
1259
$622K 0.01%
13,765
+3,404
1260
$620K 0.01%
26,826
+16,090
1261
$619K 0.01%
33,097
+5,263
1262
$619K 0.01%
19,480
+1,361
1263
$618K 0.01%
22,079
+3,024
1264
$618K 0.01%
16,989
+1,170
1265
$615K 0.01%
28,726
-92
1266
$614K 0.01%
94,684
+82,848
1267
$614K 0.01%
21,746
+7,012
1268
$613K 0.01%
11,808
+348
1269
$612K 0.01%
24,759
-1,381
1270
$610K 0.01%
50,616
-6,246
1271
$610K 0.01%
25,974
+3,303
1272
$608K 0.01%
54,938
+14,219
1273
$607K 0.01%
12,062
+1,207
1274
$606K 0.01%
8,478
+1,483
1275
$603K 0.01%
59,618
+12,971
49 50
51
52 53