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 14.15%
4 Consumer Staples 9.51%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-16,394
2027
– –
-18,120
2028
– –
-6,870
2029
– –
-8,901
2030
– –
-6,114
2031
– –
-11,815
2032
– –
-3,531
2033
– –
-4,282
2034
– –
-4,382
2035
– –
-14,276
2036
– –
-8,692
2037
– –
-24,417
2038
– –
-17,974
2039
– –
-8,250
2040
– –
-3,882
2041
– –
-15,093
2042
– –
-9,352
2043
– –
-13,895
2044
– –
-700
2045
– –
-10,686
2046
– –
-11,194
2047
– –
-11,286
2048
– –
-77
2049
– –
-12,197
2050
– –
-10,164
80 81
82
83 84