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
1301
$563K ﹤0.01%
14,046
-1,457
1302
$562K ﹤0.01%
17,059
+2,087
1303
$561K ﹤0.01%
9,672
-8,369
1304
$560K ﹤0.01%
19,242
-385
1305
$559K ﹤0.01%
11,522
+4,574
1306
$559K ﹤0.01%
8,803
-310
1307
$559K ﹤0.01%
9,019
+378
1308
$555K ﹤0.01%
20,561
+7,536
1309
$555K ﹤0.01%
13,765
-129
1310
$553K ﹤0.01%
37,053
-5,382
1311
$552K ﹤0.01%
9,909
+46
1312
$551K ﹤0.01%
21,581
+7,999
1313
$550K ﹤0.01%
35,593
-57,862
1314
$549K ﹤0.01%
20,223
-4,077
1315
$548K ﹤0.01%
14,392
+1,540
1316
$547K ﹤0.01%
+30,449
1317
$546K ﹤0.01%
15,673
+2,345
1318
$543K ﹤0.01%
5,858
+1,061
1319
$542K ﹤0.01%
5,257
-2,246
1320
$542K ﹤0.01%
12,816
-1,295
1321
$540K ﹤0.01%
1,646
+187
1322
$539K ﹤0.01%
33,815
-92,668
1323
$539K ﹤0.01%
66,652
-1,073
1324
$538K ﹤0.01%
40,772
+2,313
1325
$536K ﹤0.01%
28,919
+10,382
51 52
53
54 55