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
– –
-2,149
2002
– –
-13,762
2003
– –
-19,543
2004
– –
-13
2005
– –
-5,893
2006
– –
-2,350
2007
– –
-6,727
2008
– –
-13,195
2009
– –
-11,956
2010
– –
-19,025
2011
– –
-5,465
2012
– –
-14,570
2013
– –
-10,566
2014
– –
-16,412
2015
– –
-20,439
2016
– –
-8,270
2017
– –
-2,776
2018
– –
-7,413
2019
– –
-12,700
2020
– –
-4,747
2021
– –
-7,249
2022
– –
-3,182
2023
– –
-371
2024
– –
-14,544
2025
– –
-11,523
79 80
81
82 83