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
$19.7B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,302
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$24.9M
3
+$23.9M
4
PFE icon
Pfizer
PFE
+$23.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.8M

Top Sells

1
+$47.3M
2
+$23.5M
3
+$15.8M
4
EG icon
Everest Group
EG
+$15.2M
5
MRK icon
Merck
MRK
+$13.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.62%
3 Healthcare 13.04%
4 Consumer Discretionary 9.52%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$260K ﹤0.01%
5,106
-686
2027
$260K ﹤0.01%
+6,151
2028
$259K ﹤0.01%
3,074
+100
2029
$258K ﹤0.01%
+16,735
2030
$258K ﹤0.01%
+8,384
2031
$258K ﹤0.01%
30,759
+9,775
2032
$257K ﹤0.01%
6,477
-47
2033
$257K ﹤0.01%
3,075
+328
2034
$256K ﹤0.01%
16,653
-3,011
2035
$254K ﹤0.01%
+10,876
2036
$254K ﹤0.01%
+5,471
2037
$252K ﹤0.01%
7,640
+256
2038
$252K ﹤0.01%
16,286
-3,309
2039
$252K ﹤0.01%
7,356
+382
2040
$252K ﹤0.01%
6,591
+687
2041
$252K ﹤0.01%
14,893
+152
2042
$251K ﹤0.01%
+3,541
2043
$251K ﹤0.01%
45,983
+4,241
2044
$250K ﹤0.01%
13,057
+1,765
2045
$250K ﹤0.01%
4,888
-209
2046
$250K ﹤0.01%
4,049
-38
2047
$250K ﹤0.01%
7,578
-211
2048
$250K ﹤0.01%
11,447
+2,749
2049
$249K ﹤0.01%
+3,866
2050
$249K ﹤0.01%
7,889
-96
80 81
82
83 84