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
126
$22.7M 0.19%
886,842
+91,057
127
$22.6M 0.19%
220,346
+12,696
128
$22.5M 0.19%
2,371,028
+128,890
129
$22.3M 0.19%
150,533
-6,671
130
$22.3M 0.19%
768,722
+322,417
131
$21.8M 0.19%
354,986
+55,957
132
$21.6M 0.19%
105,699
+10,480
133
$21.6M 0.18%
499,350
-29,642
134
$21.4M 0.18%
338,571
+38,945
135
$21.1M 0.18%
307,540
-42,201
136
$21M 0.18%
106,317
+2,416
137
$21M 0.18%
168,637
+147
138
$20.7M 0.18%
462,488
+20,777
139
$20.6M 0.18%
60,451
+9,514
140
$20.4M 0.17%
735,149
-104,395
141
$20.4M 0.17%
125,163
+3,118
142
$20.2M 0.17%
304,267
+15,845
143
$20.1M 0.17%
250,150
+15,980
144
$19.7M 0.17%
250,486
+25,948
145
$19.5M 0.17%
190,549
+4,264
146
$19.5M 0.17%
207,694
+13,278
147
$19.2M 0.16%
688,853
+93,329
148
$19.2M 0.16%
156,277
+12,782
149
$19.1M 0.16%
807,534
+88,218
150
$18.9M 0.16%
137,541
+3,674
4 5
6
7 8