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
201
$13.5M 0.12%
293,080
+2,078
202
$13.4M 0.11%
363,859
+30,049
203
$13.2M 0.11%
181,941
+27,329
204
$13.2M 0.11%
722,115
+4,995
205
$13.1M 0.11%
364,182
-62,996
206
$13.1M 0.11%
3,135,536
+514,702
207
$13.1M 0.11%
125,717
+5,612
208
$12.9M 0.11%
134,127
+23,757
209
$12.8M 0.11%
318,135
-89,974
210
$12.8M 0.11%
1,072,520
+136,858
211
$12.8M 0.11%
452,348
+209,059
212
$12.7M 0.11%
115,117
-13,298
213
$12.7M 0.11%
396,075
-8,489
214
$12.6M 0.11%
485,399
+10,619
215
$12.6M 0.11%
881,950
+88,740
216
$12.5M 0.11%
244,182
+3,288
217
$12.5M 0.11%
93,769
+5,046
218
$12.5M 0.11%
111,937
-13,567
219
$12.5M 0.11%
109,665
+17,353
220
$12.5M 0.11%
192,218
+18,603
221
$12.4M 0.11%
2,070,148
-614,438
222
$12.4M 0.11%
112,755
+46,587
223
$12.4M 0.11%
209,954
-6,932
224
$12.3M 0.11%
202,260
+25,821
225
$12.3M 0.1%
303,531
+81,842
7 8
9
10 11