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
1876
$202K ﹤0.01%
+5,654
1877
$201K ﹤0.01%
36,882
+25,918
1878
$201K ﹤0.01%
33,041
+20,871
1879
$200K ﹤0.01%
13,721
+1,094
1880
$199K ﹤0.01%
11,286
-1,746
1881
$198K ﹤0.01%
+13,185
1882
$197K ﹤0.01%
10,371
+6,204
1883
$195K ﹤0.01%
1,281
+235
1884
$193K ﹤0.01%
24,445
-11,642
1885
$192K ﹤0.01%
17,199
-11,977
1886
$191K ﹤0.01%
+12,502
1887
$191K ﹤0.01%
29,848
-19,118
1888
$188K ﹤0.01%
17,284
+4,663
1889
$187K ﹤0.01%
14,887
-834
1890
$184K ﹤0.01%
+11,027
1891
$179K ﹤0.01%
10,225
-469
1892
$179K ﹤0.01%
12,738
-4,332
1893
$178K ﹤0.01%
+24,485
1894
$178K ﹤0.01%
+14,978
1895
$177K ﹤0.01%
11,207
-3,001
1896
$173K ﹤0.01%
13,931
+3,909
1897
$172K ﹤0.01%
27,016
-22,144
1898
$172K ﹤0.01%
27,157
-9,606
1899
$172K ﹤0.01%
10,504
-2,097
1900
$171K ﹤0.01%
+13,463
74 75
76
77 78