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
$27.1B
AUM Growth
+$4.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,442
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$30.7M
3
+$23.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$19.8M
5
ARNC
Arconic Corporation
ARNC
+$18.5M

Top Sells

1
+$40.1M
2
+$32.5M
3
+$26M
4
PSA icon
Public Storage
PSA
+$20.9M
5
ALLY icon
Ally Financial
ALLY
+$18.9M

Sector Composition

1 Technology 24.67%
2 Healthcare 14.4%
3 Financials 13.15%
4 Consumer Discretionary 10.5%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$300K ﹤0.01%
103,145
+5,895
2027
$299K ﹤0.01%
14,535
-15,508
2028
$297K ﹤0.01%
14,343
-1,943
2029
$297K ﹤0.01%
41,183
-12,556
2030
$297K ﹤0.01%
+6,191
2031
$297K ﹤0.01%
29,990
+5,599
2032
$295K ﹤0.01%
+11,638
2033
$295K ﹤0.01%
9,674
-1,108
2034
$295K ﹤0.01%
43,599
-7,113
2035
$294K ﹤0.01%
32,603
+8,228
2036
$293K ﹤0.01%
21,560
+3,329
2037
$293K ﹤0.01%
28,057
+921
2038
$292K ﹤0.01%
16,448
+4,693
2039
$292K ﹤0.01%
14,131
+3,324
2040
$292K ﹤0.01%
7,059
-248
2041
$292K ﹤0.01%
+8,728
2042
$291K ﹤0.01%
21,841
+8,516
2043
$290K ﹤0.01%
6,407
+1,755
2044
$289K ﹤0.01%
20,002
+9,815
2045
$288K ﹤0.01%
10,411
+1,439
2046
$288K ﹤0.01%
+6,739
2047
$287K ﹤0.01%
9,514
-8,859
2048
$285K ﹤0.01%
14,419
-33
2049
$284K ﹤0.01%
27,482
-1,764
2050
$284K ﹤0.01%
4,334
-585
80 81
82
83 84