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
1501
$386K ﹤0.01%
15,030
-40,626
1502
$384K ﹤0.01%
2,073
-22
1503
$383K ﹤0.01%
10,542
+2,154
1504
$382K ﹤0.01%
43,204
-1,739
1505
$382K ﹤0.01%
1,854
-106
1506
$381K ﹤0.01%
13,017
+5,975
1507
$381K ﹤0.01%
10,844
+426
1508
$380K ﹤0.01%
22,408
-187
1509
$380K ﹤0.01%
+9,904
1510
$379K ﹤0.01%
20,307
-1,338
1511
$379K ﹤0.01%
15,862
+3,813
1512
$377K ﹤0.01%
+12,964
1513
$377K ﹤0.01%
+8,362
1514
$377K ﹤0.01%
21,406
+343
1515
$376K ﹤0.01%
14,677
-6,891
1516
$376K ﹤0.01%
17,335
+101
1517
$375K ﹤0.01%
+11,774
1518
$375K ﹤0.01%
12,141
+3,582
1519
$375K ﹤0.01%
115,856
+14,740
1520
$374K ﹤0.01%
8,428
-5,530
1521
$373K ﹤0.01%
64,019
-1,955
1522
$372K ﹤0.01%
9,406
+1,761
1523
$372K ﹤0.01%
+25,557
1524
$371K ﹤0.01%
9,508
+706
1525
$370K ﹤0.01%
19,467
+1,124
59 60
61
62 63