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
$16.3B
AUM Growth
+$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,270
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$27.2M
3
+$22.8M
4
MSFT icon
Microsoft
MSFT
+$21.1M
5
ESRX
Express Scripts Holding Company
ESRX
+$19.4M

Top Sells

1
+$30.2M
2
+$18.5M
3
+$9.14M
4
VZ icon
Verizon
VZ
+$8.55M
5
PSA icon
Public Storage
PSA
+$7.8M

Sector Composition

1 Financials 17.74%
2 Technology 15.65%
3 Healthcare 13.55%
4 Industrials 9.37%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$235K ﹤0.01%
+11,358
2027
$234K ﹤0.01%
+8,858
2028
$233K ﹤0.01%
8,378
-127
2029
$233K ﹤0.01%
13,582
+3,099
2030
$233K ﹤0.01%
51,028
-3,552
2031
$233K ﹤0.01%
+3,100
2032
$232K ﹤0.01%
7,187
-2,024
2033
$232K ﹤0.01%
3,355
+3
2034
$231K ﹤0.01%
12,881
-443
2035
$231K ﹤0.01%
10,131
-7,233
2036
$229K ﹤0.01%
+5,235
2037
$229K ﹤0.01%
13,282
-4,294
2038
$229K ﹤0.01%
+4,692
2039
$228K ﹤0.01%
3,808
+102
2040
$227K ﹤0.01%
17,398
+3,521
2041
$227K ﹤0.01%
9,460
+2,379
2042
$227K ﹤0.01%
20,291
+2,165
2043
$226K ﹤0.01%
11,310
+970
2044
$226K ﹤0.01%
+6,567
2045
$225K ﹤0.01%
+9,581
2046
$224K ﹤0.01%
5,927
+150
2047
$223K ﹤0.01%
3,446
-1,220
2048
$223K ﹤0.01%
13,495
+78
2049
$223K ﹤0.01%
6,894
+191
2050
$223K ﹤0.01%
11,283
80 81
82
83 84