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
$17.7B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,284
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$30.3M
3
+$26.2M
4
MSFT icon
Microsoft
MSFT
+$23.3M
5
META icon
Meta Platforms (Facebook)
META
+$18.5M

Top Sells

1
+$65.4M
2
+$45.1M
3
+$30.7M
4
PNRA
Panera Bread Co
PNRA
+$15.3M
5
MO icon
Altria Group
MO
+$14.3M

Sector Composition

1 Financials 17.84%
2 Technology 16.15%
3 Healthcare 13.58%
4 Industrials 9.4%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$248K ﹤0.01%
5,097
-295
2027
$248K ﹤0.01%
11,399
-3,267
2028
$247K ﹤0.01%
8,080
-298
2029
$247K ﹤0.01%
28,381
+8,161
2030
$247K ﹤0.01%
10,578
+277
2031
$246K ﹤0.01%
6,093
-474
2032
$246K ﹤0.01%
+8,685
2033
$245K ﹤0.01%
13,670
+789
2034
$245K ﹤0.01%
946
-229
2035
$244K ﹤0.01%
23,743
-21,083
2036
$244K ﹤0.01%
13,384
-2,721
2037
$243K ﹤0.01%
+7,263
2038
$243K ﹤0.01%
10,312
-157
2039
$243K ﹤0.01%
17,633
+250
2040
$242K ﹤0.01%
10,683
-4,205
2041
$242K ﹤0.01%
8,570
-132
2042
$241K ﹤0.01%
+6,659
2043
$241K ﹤0.01%
+7,103
2044
$241K ﹤0.01%
8,288
+122
2045
$238K ﹤0.01%
34,789
+24,550
2046
$238K ﹤0.01%
4,414
-44
2047
$238K ﹤0.01%
11,176
-107
2048
$237K ﹤0.01%
+5,508
2049
$237K ﹤0.01%
19,072
-2,718
2050
$236K ﹤0.01%
17,641
-2,376
80 81
82
83 84