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
1676
$292K ﹤0.01%
3,622
+254
1677
$291K ﹤0.01%
+7,207
1678
$291K ﹤0.01%
11,290
-816
1679
$290K ﹤0.01%
1,355
+150
1680
$290K ﹤0.01%
22,105
-26,027
1681
$290K ﹤0.01%
6,263
-17,247
1682
$289K ﹤0.01%
4,454
+405
1683
$289K ﹤0.01%
18,120
+1,340
1684
$289K ﹤0.01%
8,275
-276
1685
$289K ﹤0.01%
25,786
+6,188
1686
$288K ﹤0.01%
11,693
+1,279
1687
$288K ﹤0.01%
21,321
-7,519
1688
$288K ﹤0.01%
11,348
-29
1689
$286K ﹤0.01%
7,297
-991
1690
$286K ﹤0.01%
6,703
-463
1691
$285K ﹤0.01%
+4,673
1692
$283K ﹤0.01%
19,044
-11,825
1693
$282K ﹤0.01%
6,005
+363
1694
$280K ﹤0.01%
17,797
-4,639
1695
$279K ﹤0.01%
91,661
-49,029
1696
$279K ﹤0.01%
33,992
-2,202
1697
$278K ﹤0.01%
+7,151
1698
$277K ﹤0.01%
+5,269
1699
$277K ﹤0.01%
20,733
-2,755
1700
$276K ﹤0.01%
8,011
+1,296
66 67
68
69 70