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
1826
$221K ﹤0.01%
+7,240
1827
$220K ﹤0.01%
17,031
+1,878
1828
$219K ﹤0.01%
16,394
-3,819
1829
$219K ﹤0.01%
16,732
-2,158
1830
$219K ﹤0.01%
732
-768
1831
$219K ﹤0.01%
3,422
-7,748
1832
$218K ﹤0.01%
+5,246
1833
$218K ﹤0.01%
16,584
1834
$218K ﹤0.01%
+12,059
1835
$218K ﹤0.01%
4,470
-3,345
1836
$217K ﹤0.01%
25,475
-1,275
1837
$217K ﹤0.01%
4,382
-3,317
1838
$217K ﹤0.01%
9,240
+570
1839
$216K ﹤0.01%
+10,067
1840
$216K ﹤0.01%
7,798
+40
1841
$213K ﹤0.01%
+5,252
1842
$213K ﹤0.01%
+4,639
1843
$213K ﹤0.01%
10,765
+290
1844
$212K ﹤0.01%
+12,079
1845
$212K ﹤0.01%
+7,296
1846
$211K ﹤0.01%
3,476
+90
1847
$211K ﹤0.01%
+3,374
1848
$210K ﹤0.01%
+7,173
1849
$210K ﹤0.01%
21,996
+8,824
1850
$209K ﹤0.01%
3,768
-87
72 73
74
75 76