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
551
$7.48M 0.03%
63,081
-370
552
$7.47M 0.03%
179,796
+12,562
553
$7.47M 0.03%
55,027
+9,276
554
$7.44M 0.03%
77,214
+2,376
555
$7.43M 0.03%
40,672
-590
556
$7.43M 0.03%
183,474
+8,322
557
$7.39M 0.03%
99,796
+11,376
558
$7.37M 0.03%
148,547
+26,104
559
$7.36M 0.03%
256,653
-2,575
560
$7.34M 0.03%
153,283
+12,825
561
$7.34M 0.03%
53,760
+4,200
562
$7.29M 0.03%
79,053
+17,895
563
$7.28M 0.03%
56,419
-1,667
564
$7.27M 0.03%
200,118
-33,770
565
$7.26M 0.03%
327,747
-16,530
566
$7.16M 0.03%
482,121
-42,192
567
$7.12M 0.03%
39,883
+13,213
568
$7.12M 0.03%
198,049
-5,907
569
$7.09M 0.03%
71,271
-1,971
570
$7.01M 0.03%
662,771
+51,363
571
$6.97M 0.03%
206,113
-33,161
572
$6.96M 0.03%
250,922
+47,712
573
$6.94M 0.03%
186,696
+40,760
574
$6.92M 0.03%
180,157
-817
575
$6.92M 0.03%
282,396
+55,722
21 22
23
24 25