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
1476
$406K ﹤0.01%
+13,746
1477
$405K ﹤0.01%
9,479
+1,953
1478
$403K ﹤0.01%
6,255
+1,920
1479
$403K ﹤0.01%
+14,318
1480
$402K ﹤0.01%
10,883
+955
1481
$402K ﹤0.01%
15,798
-1,024
1482
$401K ﹤0.01%
+9,696
1483
$401K ﹤0.01%
6,188
-2,910
1484
$400K ﹤0.01%
27,806
+7,563
1485
$400K ﹤0.01%
9,534
+1,910
1486
$398K ﹤0.01%
13,531
+3,518
1487
$398K ﹤0.01%
10,440
+236
1488
$395K ﹤0.01%
4,439
+196
1489
$394K ﹤0.01%
+18,417
1490
$393K ﹤0.01%
+6,333
1491
$392K ﹤0.01%
7,617
+1,296
1492
$392K ﹤0.01%
7,059
+1,259
1493
$391K ﹤0.01%
8,001
+2,045
1494
$391K ﹤0.01%
3,213
-2,091
1495
$391K ﹤0.01%
104,889
+28,059
1496
$390K ﹤0.01%
+14,065
1497
$390K ﹤0.01%
9,713
+542
1498
$390K ﹤0.01%
31,463
-3,505
1499
$389K ﹤0.01%
8,959
-228
1500
$387K ﹤0.01%
12,845
-21,415
58 59
60
61 62