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
1801
$231K ﹤0.01%
+11,827
1802
$231K ﹤0.01%
7,356
-2,391
1803
$230K ﹤0.01%
+3,454
1804
$230K ﹤0.01%
+3,948
1805
$230K ﹤0.01%
4,705
-920
1806
$230K ﹤0.01%
23,211
+5,102
1807
$230K ﹤0.01%
37,333
+19,573
1808
$229K ﹤0.01%
7,667
-2,513
1809
$229K ﹤0.01%
+17,665
1810
$229K ﹤0.01%
8,625
+162
1811
$228K ﹤0.01%
6,400
-32
1812
$227K ﹤0.01%
+8,692
1813
$226K ﹤0.01%
+11,812
1814
$226K ﹤0.01%
26,315
+9,116
1815
$226K ﹤0.01%
5,338
+187
1816
$225K ﹤0.01%
+30,053
1817
$225K ﹤0.01%
+6,179
1818
$225K ﹤0.01%
8,182
-406
1819
$225K ﹤0.01%
+8,385
1820
$224K ﹤0.01%
+12,197
1821
$224K ﹤0.01%
11,399
+48
1822
$223K ﹤0.01%
+14,276
1823
$223K ﹤0.01%
+4,773
1824
$221K ﹤0.01%
+5,774
1825
$221K ﹤0.01%
14,299
-1,553
71 72
73
74 75