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
1751
$252K ﹤0.01%
+20,426
1752
$252K ﹤0.01%
12,611
+491
1753
$251K ﹤0.01%
30,599
+1,625
1754
$251K ﹤0.01%
32,730
-3,128
1755
$251K ﹤0.01%
4,968
+1,305
1756
$251K ﹤0.01%
3,661
-872
1757
$251K ﹤0.01%
7,332
-644
1758
$250K ﹤0.01%
1,575
-837
1759
$250K ﹤0.01%
9,772
-236
1760
$248K ﹤0.01%
53,321
+32,481
1761
$248K ﹤0.01%
4,058
+619
1762
$246K ﹤0.01%
10,596
-672
1763
$246K ﹤0.01%
20,208
-2,610
1764
$246K ﹤0.01%
5,022
-574
1765
$246K ﹤0.01%
13,404
+1,747
1766
$246K ﹤0.01%
77
-19
1767
$245K ﹤0.01%
+10,286
1768
$245K ﹤0.01%
4,326
+214
1769
$245K ﹤0.01%
9,108
+128
1770
$244K ﹤0.01%
8,348
+1,306
1771
$244K ﹤0.01%
+6,185
1772
$243K ﹤0.01%
12,434
+142
1773
$243K ﹤0.01%
+7,286
1774
$243K ﹤0.01%
12,971
-56
1775
$243K ﹤0.01%
+7,462
69 70
71
72 73