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
$10.9B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,086
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$18.7M
3
+$15M
4
PNW icon
Pinnacle West Capital
PNW
+$14M
5
CVX icon
Chevron
CVX
+$13.1M

Top Sells

1
+$99M
2
+$18.7M
3
+$18M
4
SNY icon
Sanofi
SNY
+$11M
5
BHP icon
BHP
BHP
+$11M

Sector Composition

1 Financials 17.21%
2 Healthcare 14.86%
3 Technology 14.18%
4 Consumer Staples 8.96%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-16,412
2027
– –
-20,439
2028
– –
-7,413
2029
– –
-12,700
2030
– –
-4,747
2031
– –
-7,249
2032
– –
-3,182
2033
– –
-371
2034
– –
-11,523
2035
– –
-20,957
2036
– –
-8,537
2037
– –
-2,065
2038
– –
-2,392
2039
– –
-576
2040
– –
-10,091
2041
– –
-13,829
2042
– –
-6,515
2043
– –
-200
2044
– –
-11,900
2045
– –
-12,025
2046
– –
-11,549
2047
– –
-4,614
2048
– –
-25,648
2049
– –
-7,145
2050
– –
-5,543
80 81
82
83 84