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
$10.9B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,086
New
Increased
Reduced
Closed

Top Buys

1 +$116M
2 +$19.5M
3 +$15.3M
4
PNW icon
Pinnacle West Capital
PNW
+$14.2M
5
CVX icon
Chevron
CVX
+$13.1M

Top Sells

1 +$105M
2 +$18.7M
3 +$16.5M
4
SNY icon
Sanofi
SNY
+$10.2M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$9.5M

Sector Composition

1 Financials 17.21%
2 Healthcare 14.86%
3 Technology 14.22%
4 Consumer Staples 8.95%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
-7,851
2002
-12,629
2003
-12,729
2004
-10,580
2005
-22,667
2006
-6,551
2007
-166,042
2008
-173,341
2009
-13,671
2010
-18,690
2011
-4,291
2012
-3,182
2013
-371
2014
-14,544
2015
-2,000
2016
-11,523
2017
-20,957
2018
-8,537
2019
-2,065
2020
-2,392
2021
-576
2022
-10,091
2023
-13,829
2024
-43
2025
-15,071