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
1851
$209K ﹤0.01%
5,432
-98
1852
$209K ﹤0.01%
105,867
-49,589
1853
$208K ﹤0.01%
18,926
+7,149
1854
$208K ﹤0.01%
+3,822
1855
$208K ﹤0.01%
6,676
-791
1856
$208K ﹤0.01%
+9,431
1857
$208K ﹤0.01%
36,627
+11,040
1858
$207K ﹤0.01%
4,930
+273
1859
$207K ﹤0.01%
17,589
-18,634
1860
$206K ﹤0.01%
+6,556
1861
$206K ﹤0.01%
+6,127
1862
$206K ﹤0.01%
5,501
-474
1863
$206K ﹤0.01%
+3,952
1864
$206K ﹤0.01%
12,922
+1,631
1865
$205K ﹤0.01%
17,974
-6,072
1866
$205K ﹤0.01%
+13,445
1867
$204K ﹤0.01%
+32
1868
$204K ﹤0.01%
+11,410
1869
$204K ﹤0.01%
10,547
+558
1870
$203K ﹤0.01%
+9,352
1871
$203K ﹤0.01%
+6,092
1872
$203K ﹤0.01%
7,466
+839
1873
$202K ﹤0.01%
6,688
-1,332
1874
$202K ﹤0.01%
8,914
-37,693
1875
$202K ﹤0.01%
+3,882
73 74
75
76 77