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AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
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
+$21.4M
2
+$18.5M
3
+$18.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$17M

Top Sells

1
+$70.8M
2
+$22.2M
3
+$17.1M
4
EBAY icon
eBay
EBAY
+$11.6M
5
KR icon
Kroger
KR
+$11.4M

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
– –
-15,948
2027
– –
-12,088
2028
– –
-15,112
2029
– –
-5,082
2030
– –
-22,128
2031
– –
-321
2032
– –
-5,259
2033
– –
-10,864
2034
– –
-40,648
2035
– –
-4,586
2036
– –
-12,397
2037
– –
-561
2038
– –
-8,064
2039
– –
-8,867
2040
– –
-34,718
2041
– –
-11,535
2042
– –
-31,118
2043
– –
-7,510
2044
– –
-16,253
2045
– –
-7,112
2046
– –
-2,635
2047
– –
-90,256
2048
– –
-13,320
2049
– –
-31,202
2050
– –
-2,037
80 81
82
83 84