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
$20.1B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,314
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$16.3M
3
+$14.7M
4
MSFT icon
Microsoft
MSFT
+$13.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.3M

Top Sells

1
+$60.5M
2
+$27.1M
3
+$19.2M
4
PK icon
Park Hotels & Resorts
PK
+$10.3M
5
INTC icon
Intel
INTC
+$9.05M

Sector Composition

1 Financials 18.23%
2 Technology 17.53%
3 Healthcare 12.83%
4 Consumer Discretionary 9.79%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$260K ﹤0.01%
12,969
-88
2027
$259K ﹤0.01%
5,075
-396
2028
$259K ﹤0.01%
14,746
+3,442
2029
$259K ﹤0.01%
24,794
+4,527
2030
$257K ﹤0.01%
7,480
+534
2031
$257K ﹤0.01%
9,186
+560
2032
$256K ﹤0.01%
8,379
-620
2033
$255K ﹤0.01%
7,388
+754
2034
$255K ﹤0.01%
26,701
-2,883
2035
$254K ﹤0.01%
7,161
-8,097
2036
$252K ﹤0.01%
15,548
+2,556
2037
$251K ﹤0.01%
4,951
+110
2038
$251K ﹤0.01%
6,331
-48
2039
$249K ﹤0.01%
+652
2040
$249K ﹤0.01%
3,361
-575
2041
$248K ﹤0.01%
6,164
-1,162
2042
$247K ﹤0.01%
+29,739
2043
$246K ﹤0.01%
+14,999
2044
$246K ﹤0.01%
+7,839
2045
$246K ﹤0.01%
+16,330
2046
$246K ﹤0.01%
3,745
-311
2047
$245K ﹤0.01%
30,291
-5,689
2048
$245K ﹤0.01%
+4,557
2049
$245K ﹤0.01%
3,991
-1,192
2050
$244K ﹤0.01%
27,884
-3,520
80 81
82
83 84