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
$9.83B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,110
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$18.9M
3
+$17.1M
4
MSFT icon
Microsoft
MSFT
+$16.7M
5
UBS icon
UBS Group
UBS
+$16.2M

Top Sells

1
+$68M
2
+$22.2M
3
+$17.1M
4
KR icon
Kroger
KR
+$11M
5
EBAY icon
eBay
EBAY
+$10.5M

Sector Composition

1 Financials 17.62%
2 Healthcare 14.74%
3 Technology 14.27%
4 Consumer Staples 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-5,794
2027
– –
-17,272
2028
– –
-5,340
2029
– –
-8,822
2030
– –
-2,275
2031
– –
-3,895
2032
– –
-7,133
2033
– –
-3,712
2034
– –
-6,716
2035
– –
-25,809
2036
– –
-15,948
2037
– –
-12,088
2038
– –
-15,112
2039
– –
-5,082
2040
– –
-7,376
2041
– –
-321
2042
– –
-5,259
2043
– –
-10,864
2044
– –
-40,648
2045
– –
-4,586
2046
– –
-10,622
2047
– –
-12,397
2048
– –
-561
2049
– –
-8,064
2050
– –
-8,867
80 81
82
83 84