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
$12.8B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.2M
3
+$15.6M
4
AWK icon
American Water Works
AWK
+$15M
5
XOM icon
Exxon Mobil
XOM
+$14.9M

Top Sells

1
+$21.6M
2
+$12.3M
3
+$11.1M
4
SNDK
SANDISK CORP
SNDK
+$7.05M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$6.87M

Sector Composition

1 Financials 16.06%
2 Healthcare 14.21%
3 Technology 14.12%
4 Consumer Staples 9.51%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-4,688
2027
– –
-10,799
2028
– –
-8,275
2029
– –
-10,225
2030
– –
-116
2031
– –
-11,286
2032
– –
-77
2033
– –
-12,197
2034
– –
-10,164
2035
– –
-303,531
2036
– –
-12,869
2037
– –
-18,831
2038
– –
-92,705
2039
– –
-14,849
2040
– –
-59,664
2041
– –
-112,626
2042
– –
-8,880
2043
– –
-14,639
2044
– –
-18,685
2045
– –
-49,617
2046
– –
-26,112
2047
– –
-14,829
2048
– –
-15,576
2049
– –
-10,382
2050
– –
-12,434
80 81
82
83 84