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
2001
$53K ﹤0.01%
97,393
-42,662
2002
$52K ﹤0.01%
17,453
-12,530
2003
$52K ﹤0.01%
+10,536
2004
$41K ﹤0.01%
+13,885
2005
$41K ﹤0.01%
17,967
-51,486
2006
$36K ﹤0.01%
+12,234
2007
$34K ﹤0.01%
865
-86
2008
$34K ﹤0.01%
1,079
-1,573
2009
$30K ﹤0.01%
14,849
-27
2010
$29K ﹤0.01%
1,418
2011
$28K ﹤0.01%
28,741
-21,908
2012
$19K ﹤0.01%
2,539
-46
2013
$19K ﹤0.01%
1,016
-264
2014
$18K ﹤0.01%
36,523
+186
2015
$17K ﹤0.01%
+17,360
2016
$16K ﹤0.01%
2
-3
2017
$14K ﹤0.01%
308
-132
2018
$13K ﹤0.01%
26,625
2019
$11K ﹤0.01%
18,816
+6,416
2020
$10K ﹤0.01%
+1,871
2021
$7K ﹤0.01%
12,483
2022
$6K ﹤0.01%
1,125
2023
$3K ﹤0.01%
116
2024
$2K ﹤0.01%
15,140
-16,027
2025
$2K ﹤0.01%
46,815
79 80
81
82 83