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
$27.8B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,397
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$38.2M
3
+$27.2M
4
VZ icon
Verizon
VZ
+$26.9M
5
CTXS
Citrix Systems Inc
CTXS
+$19.2M

Top Sells

1
+$53.1M
2
+$25.3M
3
+$17.7M
4
CUK icon
Carnival PLC
CUK
+$17.1M
5
LYB icon
LyondellBasell Industries
LYB
+$14.4M

Sector Composition

1 Technology 20.12%
2 Financials 16.78%
3 Healthcare 13.34%
4 Consumer Discretionary 9.48%
5 Communication Services 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$324K ﹤0.01%
4,149
+403
2027
$323K ﹤0.01%
+11,794
2028
$323K ﹤0.01%
22,747
+7,822
2029
$323K ﹤0.01%
8,015
+369
2030
$323K ﹤0.01%
8,179
-6,352
2031
$322K ﹤0.01%
5,396
-853
2032
$322K ﹤0.01%
16,800
-1,073
2033
$322K ﹤0.01%
21,699
+1,358
2034
$322K ﹤0.01%
7,453
-4,886
2035
$321K ﹤0.01%
+16,430
2036
$320K ﹤0.01%
8,780
-298
2037
$319K ﹤0.01%
27,281
-4,742
2038
$318K ﹤0.01%
11,352
-633
2039
$317K ﹤0.01%
51,559
+7,298
2040
$317K ﹤0.01%
12,703
-703
2041
$317K ﹤0.01%
6,606
-159
2042
$316K ﹤0.01%
9,193
-1,066
2043
$315K ﹤0.01%
12,837
+48
2044
$315K ﹤0.01%
11,283
-287
2045
$313K ﹤0.01%
9,619
+902
2046
$313K ﹤0.01%
29,386
+14,478
2047
$312K ﹤0.01%
12,206
-632
2048
$312K ﹤0.01%
+16,172
2049
$312K ﹤0.01%
31,858
+7,263
2050
$308K ﹤0.01%
4,933
-357
80 81
82
83 84