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
151
$18.6M 0.16%
7,879,584
+809,323
152
$18.6M 0.16%
219,410
+992
153
$18.4M 0.16%
394,497
+38,232
154
$18.4M 0.16%
179,159
+2,568
155
$18.3M 0.16%
22,936
-225
156
$18.1M 0.15%
288,747
+9,550
157
$17.8M 0.15%
378,040
+27,522
158
$17.5M 0.15%
229,154
+55,542
159
$17.5M 0.15%
237,211
+1,487
160
$17.4M 0.15%
265,664
+107,509
161
$17.3M 0.15%
318,571
+43,398
162
$17.1M 0.15%
444,170
+21,083
163
$17M 0.15%
158,041
-9,562
164
$16.7M 0.14%
143,748
+1,674
165
$16.7M 0.14%
367,643
-33,861
166
$16.6M 0.14%
607,961
-108,342
167
$16.5M 0.14%
448,016
+14,900
168
$16.4M 0.14%
262,544
+80,386
169
$16.4M 0.14%
255,568
+21,826
170
$16.3M 0.14%
103,359
-8,846
171
$16.1M 0.14%
695,054
+308,309
172
$16M 0.14%
221,701
-3,873
173
$16M 0.14%
418,081
+22,712
174
$15.8M 0.14%
1,171,909
+3,782
175
$15.8M 0.14%
231,008
+23,126
5 6
7
8 9