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
1401
$467K ﹤0.01%
4,279
+85
1402
$467K ﹤0.01%
14,135
+579
1403
$466K ﹤0.01%
5,072
+233
1404
$464K ﹤0.01%
6,317
-130
1405
$462K ﹤0.01%
46,454
+871
1406
$461K ﹤0.01%
16,052
+556
1407
$461K ﹤0.01%
9,542
+4,159
1408
$461K ﹤0.01%
9,110
-752
1409
$460K ﹤0.01%
19,580
-3,961
1410
$459K ﹤0.01%
44,340
+12,745
1411
$459K ﹤0.01%
5,504
+800
1412
$458K ﹤0.01%
15,290
-772
1413
$457K ﹤0.01%
12,800
+820
1414
$456K ﹤0.01%
11,428
+4,175
1415
$455K ﹤0.01%
28,732
-3,647
1416
$453K ﹤0.01%
5,137
-398
1417
$452K ﹤0.01%
28,442
+67
1418
$451K ﹤0.01%
23,824
-72,220
1419
$451K ﹤0.01%
14,071
+1,537
1420
$450K ﹤0.01%
26,532
+13,320
1421
$449K ﹤0.01%
22,370
+9,343
1422
$447K ﹤0.01%
21,850
+2,100
1423
$447K ﹤0.01%
3,795
1424
$446K ﹤0.01%
7,259
-1,912
1425
$445K ﹤0.01%
9,837
+2,261
55 56
57
58 59