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 14.23%
4 Consumer Staples 8.78%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-7,865
2027
– –
-1,004
2028
– –
-33,228
2029
– –
-6,808
2030
– –
-4,285
2031
– –
-2,090
2032
– –
-3,136
2033
– –
-56,543
2034
– –
-342
2035
– –
-8,555
2036
– –
-8,432
2037
– –
-8,154
2038
– –
-4,815
2039
– –
-1,316
2040
– –
-4,054
2041
– –
-22,705
2042
– –
-3,680
2043
– –
-8,067
2044
– –
-1,732
2045
– –
-9,690
2046
– –
-7,371
2047
– –
-14,291
2048
– –
-7,987
2049
– –
-5,214
2050
– –
-7,191
80 81
82
83 84