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
1526
$370K ﹤0.01%
25,040
+6,064
1527
$370K ﹤0.01%
66,081
+11,582
1528
$370K ﹤0.01%
20,501
+6,100
1529
$368K ﹤0.01%
14,118
-14,108
1530
$368K ﹤0.01%
8,983
-447
1531
$368K ﹤0.01%
23,215
+12,286
1532
$367K ﹤0.01%
7,541
+753
1533
$367K ﹤0.01%
8,108
+1,282
1534
$366K ﹤0.01%
26,170
-106,135
1535
$366K ﹤0.01%
13,132
+1,288
1536
$366K ﹤0.01%
31,992
+16,219
1537
$364K ﹤0.01%
15,866
-5,127
1538
$363K ﹤0.01%
32,829
-428
1539
$362K ﹤0.01%
7,799
-229
1540
$361K ﹤0.01%
16,729
+4,423
1541
$361K ﹤0.01%
14,168
+1,864
1542
$360K ﹤0.01%
+15,402
1543
$360K ﹤0.01%
7,001
-899
1544
$360K ﹤0.01%
13,650
+4,777
1545
$359K ﹤0.01%
8,552
+2,192
1546
$359K ﹤0.01%
10,003
+2,435
1547
$358K ﹤0.01%
9,836
+1,361
1548
$358K ﹤0.01%
23,127
-834
1549
$358K ﹤0.01%
+24,308
1550
$358K ﹤0.01%
8,871
+476
60 61
62
63 64