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
1726
$262K ﹤0.01%
8,858
-2,260
1727
$262K ﹤0.01%
+3,571
1728
$262K ﹤0.01%
+437
1729
$262K ﹤0.01%
14,231
+4,198
1730
$262K ﹤0.01%
5,030
-227
1731
$261K ﹤0.01%
+6,870
1732
$261K ﹤0.01%
+10,166
1733
$260K ﹤0.01%
28,116
-3,720
1734
$260K ﹤0.01%
21,270
-14,683
1735
$260K ﹤0.01%
14,352
-1,437
1736
$258K ﹤0.01%
9,972
+934
1737
$257K ﹤0.01%
6,548
-3,576
1738
$256K ﹤0.01%
+8,756
1739
$256K ﹤0.01%
15,545
+2,779
1740
$256K ﹤0.01%
8,292
-5,499
1741
$255K ﹤0.01%
+6,074
1742
$255K ﹤0.01%
+4,578
1743
$255K ﹤0.01%
2,831
-399
1744
$254K ﹤0.01%
6,515
-776
1745
$253K ﹤0.01%
3,166
-249
1746
$253K ﹤0.01%
13,048
+3,499
1747
$253K ﹤0.01%
18,685
-6,203
1748
$252K ﹤0.01%
7,627
-3,850
1749
$252K ﹤0.01%
+8,250
1750
$252K ﹤0.01%
+6,014
68 69
70
71 72