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
1951
$122K ﹤0.01%
+2,776
1952
$121K ﹤0.01%
58,827
-6,370
1953
$121K ﹤0.01%
+22,568
1954
$119K ﹤0.01%
19,159
-1,113
1955
$118K ﹤0.01%
+10,693
1956
$117K ﹤0.01%
2,010
+559
1957
$116K ﹤0.01%
11,113
-2,663
1958
$116K ﹤0.01%
11,492
+806
1959
$116K ﹤0.01%
4,715
+771
1960
$115K ﹤0.01%
12,067
-12,656
1961
$115K ﹤0.01%
9,439
+2,566
1962
$114K ﹤0.01%
+10,368
1963
$113K ﹤0.01%
+15,556
1964
$113K ﹤0.01%
11,933
-3,926
1965
$110K ﹤0.01%
+10,164
1966
$107K ﹤0.01%
+18,670
1967
$106K ﹤0.01%
+13,969
1968
$105K ﹤0.01%
28,800
+2,111
1969
$104K ﹤0.01%
10,209
-7,747
1970
$102K ﹤0.01%
10,782
-4,704
1971
$102K ﹤0.01%
+18,899
1972
$98K ﹤0.01%
69,449
-274,394
1973
$97K ﹤0.01%
+6,347
1974
$97K ﹤0.01%
10,704
-2,621
1975
$96K ﹤0.01%
+12,303
77 78
79
80 81