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
$20.9B
AUM Growth
+$811M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,330
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$42.3M
3
+$29.9M
4
AMZN icon
Amazon
AMZN
+$23.9M
5
CHL
China Mobile Limited
CHL
+$23.1M

Top Sells

1
+$48.9M
2
+$40.2M
3
+$28.1M
4
MMM icon
3M
MMM
+$25.8M
5
IBM icon
IBM
IBM
+$23M

Sector Composition

1 Technology 17.88%
2 Financials 17.23%
3 Healthcare 12.98%
4 Consumer Discretionary 10.12%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$282K ﹤0.01%
23,520
-6,446
2027
$281K ﹤0.01%
67,760
-8,990
2028
$280K ﹤0.01%
3,376
+47
2029
$280K ﹤0.01%
19,038
-9,268
2030
$280K ﹤0.01%
17,896
-2,284
2031
$279K ﹤0.01%
11,530
-2,959
2032
$279K ﹤0.01%
31,283
+4,582
2033
$277K ﹤0.01%
92,356
+22,829
2034
$276K ﹤0.01%
+20,044
2035
$275K ﹤0.01%
3,832
-159
2036
$273K ﹤0.01%
10,956
+1,310
2037
$272K ﹤0.01%
17,815
+2,702
2038
$272K ﹤0.01%
+16,415
2039
$271K ﹤0.01%
10,727
-431
2040
$271K ﹤0.01%
9,440
-6,450
2041
$271K ﹤0.01%
19,237
-4,376
2042
$270K ﹤0.01%
10,008
+73
2043
$270K ﹤0.01%
4,578
+21
2044
$269K ﹤0.01%
11,453
-9,335
2045
$269K ﹤0.01%
10,752
+939
2046
$269K ﹤0.01%
33,773
+18,256
2047
$269K ﹤0.01%
6,869
-4,183
2048
$268K ﹤0.01%
11,721
+1,300
2049
$267K ﹤0.01%
9,844
+755
2050
$266K ﹤0.01%
+8,417
80 81
82
83 84