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
1926
$151K ﹤0.01%
14,232
-1,263
1927
$150K ﹤0.01%
10,948
-81
1928
$146K ﹤0.01%
28,119
-4,755
1929
$146K ﹤0.01%
14,639
-5,588
1930
$145K ﹤0.01%
+10,615
1931
$143K ﹤0.01%
8,269
-56,033
1932
$138K ﹤0.01%
628
-751
1933
$136K ﹤0.01%
40,040
-3,785
1934
$134K ﹤0.01%
48,268
-15,301
1935
$134K ﹤0.01%
11,789
+1,648
1936
$134K ﹤0.01%
+16,610
1937
$134K ﹤0.01%
+15,055
1938
$133K ﹤0.01%
12,869
-9,605
1939
$132K ﹤0.01%
1,496
-205
1940
$130K ﹤0.01%
11,545
+436
1941
$129K ﹤0.01%
10,799
-17,242
1942
$129K ﹤0.01%
14,163
-23,148
1943
$127K ﹤0.01%
11,190
+410
1944
$127K ﹤0.01%
+19,590
1945
$126K ﹤0.01%
70,787
+19,301
1946
$125K ﹤0.01%
+10,719
1947
$125K ﹤0.01%
18,801
+3,711
1948
$125K ﹤0.01%
+17,093
1949
$124K ﹤0.01%
28,605
+12,139
1950
$122K ﹤0.01%
+12,847
76 77
78
79 80