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
1451
$425K ﹤0.01%
23,598
-5,254
1452
$425K ﹤0.01%
15,675
-676
1453
$423K ﹤0.01%
6,036
+1,584
1454
$423K ﹤0.01%
47,832
+27,006
1455
$422K ﹤0.01%
40,891
+4,624
1456
$422K ﹤0.01%
16,019
-410
1457
$421K ﹤0.01%
18,023
+3,354
1458
$421K ﹤0.01%
16,557
+402
1459
$419K ﹤0.01%
2,308
+729
1460
$419K ﹤0.01%
13,818
+8,154
1461
$419K ﹤0.01%
19,395
+2,813
1462
$418K ﹤0.01%
31,070
+2,893
1463
$417K ﹤0.01%
12,408
+2,339
1464
$416K ﹤0.01%
12,145
-490
1465
$416K ﹤0.01%
3,086
+96
1466
$415K ﹤0.01%
7,626
-616
1467
$415K ﹤0.01%
5,255
-1,285
1468
$414K ﹤0.01%
35,589
-18,791
1469
$413K ﹤0.01%
41,765
+9,600
1470
$413K ﹤0.01%
50,898
+6,298
1471
$409K ﹤0.01%
18,223
+6,573
1472
$408K ﹤0.01%
12,282
+18
1473
$407K ﹤0.01%
17,714
+858
1474
$407K ﹤0.01%
11,718
-1,554
1475
$407K ﹤0.01%
42,027
+6,343
57 58
59
60 61