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
1276
$603K 0.01%
135,232
+33,927
1277
$598K 0.01%
20,098
-10,858
1278
$597K 0.01%
10,805
-368
1279
$596K 0.01%
10,568
+2,279
1280
$595K 0.01%
198
-45
1281
$593K 0.01%
7,951
+705
1282
$590K 0.01%
10,666
-2,446
1283
$589K 0.01%
31,763
+7,193
1284
$589K 0.01%
72,543
+19,728
1285
$586K 0.01%
12,216
+210
1286
$586K 0.01%
21,228
+10,979
1287
$585K 0.01%
4,378
+1,013
1288
$585K 0.01%
23,787
+7,787
1289
$583K 0.01%
72,068
-56,163
1290
$583K 0.01%
4,910
-348
1291
$575K ﹤0.01%
5,694
+1,248
1292
$575K ﹤0.01%
25,586
+15,283
1293
$574K ﹤0.01%
28,975
+5,040
1294
$574K ﹤0.01%
+20,919
1295
$574K ﹤0.01%
123,499
-16,905
1296
$574K ﹤0.01%
11,790
-6,028
1297
$573K ﹤0.01%
19,015
+3,256
1298
$568K ﹤0.01%
53,684
+16,277
1299
$567K ﹤0.01%
27,763
+7,807
1300
$563K ﹤0.01%
22,803
+1,740
50 51
52
53 54