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
1426
$445K ﹤0.01%
21,070
-851
1427
$444K ﹤0.01%
7,808
-3,386
1428
$442K ﹤0.01%
14,613
+6,045
1429
$442K ﹤0.01%
21,773
+6,081
1430
$440K ﹤0.01%
17,723
-11,335
1431
$440K ﹤0.01%
50,787
-18,191
1432
$439K ﹤0.01%
+14,213
1433
$439K ﹤0.01%
31,338
+18,596
1434
$438K ﹤0.01%
6,112
-104
1435
$436K ﹤0.01%
28,298
+3,297
1436
$435K ﹤0.01%
9,465
+1,205
1437
$434K ﹤0.01%
28,926
+5,026
1438
$434K ﹤0.01%
11,827
+4,484
1439
$434K ﹤0.01%
13,984
-1,293
1440
$434K ﹤0.01%
50,420
-1,195
1441
$433K ﹤0.01%
+22,049
1442
$432K ﹤0.01%
10,413
+3,092
1443
$431K ﹤0.01%
13,669
-700
1444
$429K ﹤0.01%
14,052
-4,721
1445
$429K ﹤0.01%
12,023
-3,136
1446
$428K ﹤0.01%
29,635
+7,347
1447
$427K ﹤0.01%
62,184
+6,959
1448
$427K ﹤0.01%
11,145
-2,707
1449
$426K ﹤0.01%
4,563
+66
1450
$425K ﹤0.01%
6,294
-1,899
56 57
58
59 60