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
$11.7B
AUM Growth
+$775M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,139
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$20.4M
3
+$16.4M
4
XOM icon
Exxon Mobil
XOM
+$15.9M
5
CB icon
Chubb
CB
+$14.5M

Top Sells

1
+$27.2M
2
+$15.8M
3
+$12.7M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$10.5M
5
PRE
PARTNERRE LTD
PRE
+$10.1M

Sector Composition

1 Financials 16.03%
2 Technology 14.5%
3 Healthcare 13.77%
4 Consumer Staples 9.38%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-15,409
2027
– –
-18,434
2028
– –
-4,421
2029
– –
-27,117
2030
– –
-16,025
2031
– –
-7,612
2032
– –
-10,039
2033
– –
-11,958
2034
– –
-53,690
2035
$0 ﹤0.01%
17,445
2036
– –
-9,536
2037
– –
-31,525
2038
– –
-13,838
2039
– –
-17,514
2040
– –
-11,384
2041
– –
-11,179
2042
– –
-23,891
2043
– –
-11,370
2044
– –
-143
2045
– –
-17,024
2046
– –
-3,237
2047
– –
-4,116
2048
– –
-12,976
2049
– –
-5,257
2050
– –
-14,605
80 81
82
83 84