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
851
$3.2M 0.01%
180,601
+24,197
852
$3.2M 0.01%
229,004
+53,798
853
$3.2M 0.01%
35,244
-105
854
$3.2M 0.01%
127,938
+13,133
855
$3.19M 0.01%
71,875
-6,644
856
$3.19M 0.01%
94,133
+1,523
857
$3.19M 0.01%
6,277
-211
858
$3.18M 0.01%
43,148
+10,691
859
$3.16M 0.01%
68,025
-14,495
860
$3.13M 0.01%
74,317
+17,113
861
$3.13M 0.01%
76,670
+13,959
862
$3.12M 0.01%
552,782
+71,456
863
$3.08M 0.01%
23,282
+3,057
864
$3.08M 0.01%
59,516
-3,409
865
$3.08M 0.01%
30,411
+3,478
866
$3.08M 0.01%
22,739
-1,744
867
$3.08M 0.01%
45,606
+355
868
$3.06M 0.01%
28,931
+1,405
869
$3.05M 0.01%
37,100
+3,907
870
$3.05M 0.01%
184,692
+37,659
871
$3.04M 0.01%
70,182
+27,487
872
$3.03M 0.01%
37,792
-13,016
873
$3.02M 0.01%
155,032
+12,806
874
$3.02M 0.01%
3,074
+32
875
$3.02M 0.01%
31,602
-1,662
33 34
35
36 37