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

Top Buys

1
+$116M
2
+$19.5M
3
+$15.3M
4
PNW icon
Pinnacle West Capital
PNW
+$14.2M
5
CVX icon
Chevron
CVX
+$13.1M

Top Sells

1
+$105M
2
+$18.7M
3
+$16.5M
4
SNY icon
Sanofi
SNY
+$10.2M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$9.5M

Sector Composition

1 Financials 17.21%
2 Healthcare 14.86%
3 Technology 14.22%
4 Consumer Staples 8.95%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-6,515
2027
– –
-200
2028
– –
-4,614
2029
– –
-42,002
2030
– –
-3,127
2031
– –
-25,648
2032
– –
-878
2033
– –
-17,447
2034
– –
-10,312
2035
$0 ﹤0.01%
17,445
-279
2036
– –
-10,664
2037
– –
-10,443
2038
– –
-11,549
2039
– –
-11,900
2040
– –
-12,025
2041
– –
-13,002
2042
– –
-7,145
2043
– –
-5,543
2044
– –
-11,156
2045
– –
-15,849
2046
– –
-1,944
2047
– –
-27,257
2048
– –
-87,545
2049
– –
-10,924
2050
– –
-20,498
80 81
82
83 84