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
$9.69B
AUM Growth
+$759M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,083
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$14.2M
3
+$12.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
MSFT icon
Microsoft
MSFT
+$10.8M

Top Sells

1
+$22.9M
2
+$12.6M
3
+$9.18M
4
MDT icon
Medtronic
MDT
+$7.51M
5
WMT icon
Walmart
WMT
+$5.61M

Sector Composition

1 Financials 17.71%
2 Healthcare 15.39%
3 Technology 14.43%
4 Industrials 8.61%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-14,914
2027
– –
-10,596
2028
– –
-7,153
2029
– –
-11,565
2030
– –
-18,920
2031
– –
-10,698
2032
– –
-16,230
2033
– –
-9,627
2034
– –
-10,254
2035
– –
-8,415
2036
– –
-439
2037
– –
-3,122
2038
– –
-5,459
2039
– –
-842
2040
– –
-1,535
2041
– –
-9,704
2042
– –
-2,019
2043
– –
-6,184
2044
– –
-8,141
2045
– –
-6,414
2046
– –
-10,200
2047
– –
-49
2048
– –
-6,107
2049
– –
-11,414
2050
– –
-7,792
80 81
82
83 84