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AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
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
+$18.8M
2
+$17.9M
3
+$15.7M
4
XOM icon
Exxon Mobil
XOM
+$15.3M
5
CB icon
Chubb
CB
+$14M

Top Sells

1
+$27.2M
2
+$15.8M
3
+$13.2M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$10.5M
5
PRE
PARTNERRE LTD
PRE
+$10.1M

Sector Composition

1 Financials 16.03%
2 Technology 14.5%
3 Healthcare 13.77%
4 Consumer Staples 9.38%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
– –
-10,549
2127
– –
-15,725
2128
– –
-204,899
2129
– –
-130,266
2130
$0 ﹤0.01%
17,445
2131
– –
-9,536
2132
– –
-5,849
2133
– –
-15,354
2134
– –
-11,453
2135
– –
-16,856
2136
– –
-16,358
2137
– –
-93,085
2138
– –
-11,958
2139
– –
-5,449
82 83 84 85
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