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
176
$15.5M 0.13%
396,850
-2,190
177
$15.4M 0.13%
2,985,730
+144,050
178
$15.3M 0.13%
142,666
+16,153
179
$15.3M 0.13%
601,921
+91,678
180
$15.3M 0.13%
116,252
-15,404
181
$15.3M 0.13%
255,431
+20,729
182
$15.2M 0.13%
1,489,880
-40,150
183
$14.8M 0.13%
213,414
+11,595
184
$14.7M 0.13%
780,618
-54,820
185
$14.7M 0.13%
301,298
+30,204
186
$14.6M 0.12%
216,382
+16,502
187
$14.5M 0.12%
232,564
+10,809
188
$14.5M 0.12%
746,514
+177,291
189
$14.5M 0.12%
578,386
-41,880
190
$14.5M 0.12%
568,858
+49,964
191
$14.3M 0.12%
172,827
-10,566
192
$14.2M 0.12%
262,148
+12,845
193
$14M 0.12%
1,872,210
+787,220
194
$14M 0.12%
3,054,420
-558,929
195
$14M 0.12%
873,147
-40,231
196
$14M 0.12%
1,355,383
+290,947
197
$14M 0.12%
237,227
+14,353
198
$13.8M 0.12%
124,027
+9,961
199
$13.8M 0.12%
183,994
+5,675
200
$13.7M 0.12%
119,779
+5,093
6 7
8
9 10