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
1076
$1.8M 0.01%
96,616
-38,643
1077
$1.79M 0.01%
181,951
+34,054
1078
$1.78M 0.01%
35,632
-538
1079
$1.78M 0.01%
24,870
+893
1080
$1.78M 0.01%
67,160
+119
1081
$1.76M 0.01%
56,484
-36,970
1082
$1.76M 0.01%
177,377
+5,455
1083
$1.76M 0.01%
22,375
+218
1084
$1.75M 0.01%
25,815
-1,245
1085
$1.75M 0.01%
31,503
-493
1086
$1.75M 0.01%
48,179
+2,631
1087
$1.75M 0.01%
58,869
+10,383
1088
$1.75M 0.01%
20,056
+970
1089
$1.74M 0.01%
20,792
-2,361
1090
$1.74M 0.01%
91,299
-60,268
1091
$1.74M 0.01%
44,272
-470
1092
$1.74M 0.01%
37,843
+12,131
1093
$1.74M 0.01%
31,939
+3,215
1094
$1.73M 0.01%
77,753
-30,910
1095
$1.72M 0.01%
136,348
+35,336
1096
$1.72M 0.01%
13,531
+2,365
1097
$1.71M 0.01%
48,482
+1,922
1098
$1.71M 0.01%
30,753
-980
1099
$1.71M 0.01%
161,427
+13,024
1100
$1.71M 0.01%
31,067
+976
42 43
44
45 46