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
$23.2B
AUM Growth
+$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,365
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$34.7M
3
+$33.8M
4
META icon
Meta Platforms (Facebook)
META
+$31M
5
T icon
AT&T
T
+$27.4M

Top Sells

1
+$38.7M
2
+$24.1M
3
+$22.7M
4
ED icon
Consolidated Edison
ED
+$21.4M
5
DOX icon
Amdocs
DOX
+$18.6M

Sector Composition

1 Technology 18.43%
2 Financials 15.96%
3 Healthcare 13.51%
4 Consumer Discretionary 10.11%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.61M 0.04%
715,933
+109,044
477
$9.61M 0.04%
232,131
-710
478
$9.52M 0.04%
446,348
+67,366
479
$9.47M 0.04%
306,100
-33,224
480
$9.46M 0.04%
163,456
+65
481
$9.4M 0.04%
209,374
+24,791
482
$9.4M 0.04%
324,460
-6,068
483
$9.36M 0.04%
553,442
+39,291
484
$9.33M 0.04%
71,017
+14,203
485
$9.3M 0.04%
176,164
-3,983
486
$9.29M 0.04%
122,373
+8,655
487
$9.22M 0.04%
82,295
+6,520
488
$9.22M 0.04%
122,999
-12,461
489
$9.16M 0.04%
433,673
+21,349
490
$9.14M 0.04%
323,514
+31,587
491
$9.07M 0.04%
423,262
-39,506
492
$9.07M 0.04%
322,985
-15,352
493
$9.05M 0.04%
275,295
-29,852
494
$9.03M 0.04%
56,511
+263
495
$9.02M 0.04%
101,988
+2,622
496
$8.97M 0.04%
714,176
+306,418
497
$8.96M 0.04%
308,292
-89,925
498
$8.92M 0.04%
305,766
-5,022
499
$8.85M 0.04%
148,327
-10,180
500
$8.77M 0.04%
302,754
+74,318
18 19
20
21 22