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
1701
$276K ﹤0.01%
2,152
+512
1702
$276K ﹤0.01%
6,056
-4,657
1703
$276K ﹤0.01%
26,784
+3,712
1704
$275K ﹤0.01%
4,688
+973
1705
$275K ﹤0.01%
7,110
-1,768
1706
$274K ﹤0.01%
10,296
-1,280
1707
$273K ﹤0.01%
12,501
-6,377
1708
$272K ﹤0.01%
8,317
-6,331
1709
$272K ﹤0.01%
3,531
-27
1710
$271K ﹤0.01%
+10,147
1711
$270K ﹤0.01%
48,114
-20,712
1712
$270K ﹤0.01%
+7,859
1713
$270K ﹤0.01%
25,355
+1,270
1714
$269K ﹤0.01%
+79,000
1715
$269K ﹤0.01%
30,511
+4,917
1716
$269K ﹤0.01%
17,153
-1,220
1717
$268K ﹤0.01%
6,011
+2,631
1718
$267K ﹤0.01%
+11,640
1719
$267K ﹤0.01%
14,023
-5,855
1720
$266K ﹤0.01%
+4,450
1721
$266K ﹤0.01%
+5,090
1722
$264K ﹤0.01%
+7,575
1723
$263K ﹤0.01%
19,412
+826
1724
$263K ﹤0.01%
+3,953
1725
$263K ﹤0.01%
9,858
-5
67 68
69
70 71