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
1351
$519K ﹤0.01%
5,405
+1,107
1352
$519K ﹤0.01%
14,013
+264
1353
$518K ﹤0.01%
16,122
-2,428
1354
$518K ﹤0.01%
9,330
+2,524
1355
$517K ﹤0.01%
15,944
+4,744
1356
$515K ﹤0.01%
32,366
+15,256
1357
$512K ﹤0.01%
16,376
+852
1358
$512K ﹤0.01%
46,193
+16,157
1359
$508K ﹤0.01%
10,496
+1,354
1360
$507K ﹤0.01%
51,596
+18,732
1361
$507K ﹤0.01%
+45,843
1362
$506K ﹤0.01%
33,342
+4,485
1363
$506K ﹤0.01%
24,687
+4,136
1364
$505K ﹤0.01%
35,625
-2,229
1365
$505K ﹤0.01%
12,152
+37
1366
$505K ﹤0.01%
33,394
+288
1367
$503K ﹤0.01%
14,850
+147
1368
$503K ﹤0.01%
28,835
+8,150
1369
$500K ﹤0.01%
13,630
+5,264
1370
$500K ﹤0.01%
20,291
+955
1371
$500K ﹤0.01%
8,200
-3,326
1372
$500K ﹤0.01%
19,135
+3,460
1373
$499K ﹤0.01%
18,253
+6,783
1374
$499K ﹤0.01%
41,612
+12,352
1375
$497K ﹤0.01%
6,559
-215
53 54
55
56 57