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
$25.3B
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,083
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$26.7M
3
+$22.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.8M
5
BIIB icon
Biogen
BIIB
+$19.7M

Top Sells

1
+$31.8M
2
+$22.2M
3
+$20.1M
4
APC
Anadarko Petroleum
APC
+$19.9M
5
CAJ
Canon, Inc.
CAJ
+$15.8M

Sector Composition

1 Technology 19.05%
2 Financials 16.76%
3 Healthcare 12.56%
4 Consumer Discretionary 10.05%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$296K ﹤0.01%
62,303
-85,104
2027
$295K ﹤0.01%
9,186
-1,313
2028
$294K ﹤0.01%
10,556
+4,883
2029
$294K ﹤0.01%
54,510
-709
2030
$293K ﹤0.01%
4,324
+625
2031
$290K ﹤0.01%
5,363
+1,473
2032
$289K ﹤0.01%
14,572
+2,847
2033
$288K ﹤0.01%
11,379
+713
2034
$288K ﹤0.01%
12,532
+158
2035
$288K ﹤0.01%
17,581
+9,146
2036
$288K ﹤0.01%
60,551
-13,972
2037
$287K ﹤0.01%
16,102
+13,812
2038
$287K ﹤0.01%
16,699
+479
2039
$287K ﹤0.01%
24,196
+12,170
2040
$286K ﹤0.01%
3,417
+820
2041
$285K ﹤0.01%
12,838
+5,328
2042
$285K ﹤0.01%
140,916
-137,898
2043
$284K ﹤0.01%
7,113
+566
2044
$283K ﹤0.01%
13,429
-11,031
2045
$283K ﹤0.01%
13,863
+1,023
2046
$281K ﹤0.01%
6,664
-300
2047
$281K ﹤0.01%
14,629
+278
2048
$281K ﹤0.01%
23,584
+4,309
2049
$279K ﹤0.01%
30,845
+421
2050
$279K ﹤0.01%
17,560
-4,246
80 81
82
83 84