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
1901
$170K ﹤0.01%
16,445
+2,191
1902
$170K ﹤0.01%
23,655
-122
1903
$169K ﹤0.01%
11,659
+1,752
1904
$167K ﹤0.01%
26,210
+14,966
1905
$167K ﹤0.01%
+10,973
1906
$166K ﹤0.01%
548
+10
1907
$165K ﹤0.01%
12,579
-2,489
1908
$165K ﹤0.01%
35,441
+771
1909
$165K ﹤0.01%
2,047
+92
1910
$163K ﹤0.01%
16,898
+4,736
1911
$163K ﹤0.01%
17,861
-518
1912
$163K ﹤0.01%
+10,686
1913
$162K ﹤0.01%
+11,248
1914
$161K ﹤0.01%
11,815
-25,718
1915
$160K ﹤0.01%
14,829
-725
1916
$158K ﹤0.01%
18,120
+6,093
1917
$158K ﹤0.01%
61,920
-15,238
1918
$157K ﹤0.01%
18,094
-11,299
1919
$155K ﹤0.01%
34,925
-21,913
1920
$154K ﹤0.01%
17,155
+6,820
1921
$154K ﹤0.01%
7,823
+1,695
1922
$152K ﹤0.01%
20,268
+8,929
1923
$152K ﹤0.01%
10,246
+30
1924
$152K ﹤0.01%
11,579
-2,402
1925
$152K ﹤0.01%
15,373
+1,721
75 76
77
78 79