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
1626
$311K ﹤0.01%
16,959
+665
1627
$310K ﹤0.01%
10,926
+1,712
1628
$310K ﹤0.01%
10,945
+516
1629
$310K ﹤0.01%
+7,010
1630
$309K ﹤0.01%
16,968
-2,896
1631
$309K ﹤0.01%
4,594
+353
1632
$309K ﹤0.01%
+11,670
1633
$309K ﹤0.01%
3,057
+310
1634
$308K ﹤0.01%
18,850
+2,794
1635
$308K ﹤0.01%
13,607
-3,602
1636
$307K ﹤0.01%
+4,930
1637
$306K ﹤0.01%
6,749
-1,884
1638
$306K ﹤0.01%
6,044
+1,585
1639
$305K ﹤0.01%
15,073
-5,470
1640
$305K ﹤0.01%
6,761
-3,341
1641
$305K ﹤0.01%
2,465
+411
1642
$305K ﹤0.01%
13,870
-40
1643
$304K ﹤0.01%
+5,405
1644
$304K ﹤0.01%
21,523
-25,624
1645
$303K ﹤0.01%
+5,064
1646
$303K ﹤0.01%
11,345
+2,536
1647
$303K ﹤0.01%
7,804
-498
1648
$303K ﹤0.01%
6,114
-1,108
1649
$303K ﹤0.01%
9,478
+407
1650
$303K ﹤0.01%
21,096
+619
64 65
66
67 68