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
1376
$495K ﹤0.01%
8,196
+1,452
1377
$495K ﹤0.01%
25,073
+8,780
1378
$493K ﹤0.01%
51,425
+14,561
1379
$491K ﹤0.01%
52,124
+11,467
1380
$491K ﹤0.01%
10,292
+1,661
1381
$489K ﹤0.01%
13,058
+1,805
1382
$489K ﹤0.01%
6,139
-906
1383
$489K ﹤0.01%
1,813
+242
1384
$488K ﹤0.01%
+33,077
1385
$487K ﹤0.01%
11,105
+1,136
1386
$487K ﹤0.01%
+13,172
1387
$483K ﹤0.01%
108,547
-68,460
1388
$482K ﹤0.01%
56,799
-25,000
1389
$481K ﹤0.01%
8,306
+420
1390
$480K ﹤0.01%
24,636
+4,388
1391
$476K ﹤0.01%
24,417
-2,487
1392
$476K ﹤0.01%
3,429
+357
1393
$473K ﹤0.01%
7,335
+879
1394
$472K ﹤0.01%
9,882
+2,095
1395
$472K ﹤0.01%
212,466
+68,345
1396
$471K ﹤0.01%
38,560
+4,330
1397
$471K ﹤0.01%
22,350
+1,103
1398
$469K ﹤0.01%
13,259
+2,252
1399
$468K ﹤0.01%
10,882
-762
1400
$468K ﹤0.01%
37,855
+9,372
54 55
56
57 58