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
1976
$96K ﹤0.01%
+18,990
1977
$96K ﹤0.01%
14,085
-4,100
1978
$94K ﹤0.01%
20,678
-6,201
1979
$92K ﹤0.01%
+10,324
1980
$89K ﹤0.01%
862
-334
1981
$89K ﹤0.01%
12,435
-10,480
1982
$87K ﹤0.01%
26,641
+492
1983
$86K ﹤0.01%
15,305
1984
$84K ﹤0.01%
10,382
-7,325
1985
$82K ﹤0.01%
3,731
-726
1986
$82K ﹤0.01%
26,244
+2,339
1987
$80K ﹤0.01%
+96
1988
$78K ﹤0.01%
+2,039
1989
$77K ﹤0.01%
+15,093
1990
$73K ﹤0.01%
12,454
-1,892
1991
$72K ﹤0.01%
4,534
+572
1992
$69K ﹤0.01%
+15,576
1993
$68K ﹤0.01%
13,895
-6,103
1994
$63K ﹤0.01%
22,760
+6,229
1995
$61K ﹤0.01%
+1,179
1996
$59K ﹤0.01%
+11,194
1997
$59K ﹤0.01%
24,503
+5,125
1998
$55K ﹤0.01%
+2,901
1999
$55K ﹤0.01%
22,309
-2,183
2000
$54K ﹤0.01%
18,542
-25,814
78 79
80
81 82