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
1126
$1.62M 0.01%
12,770
-485
1127
$1.62M 0.01%
43,610
+5,840
1128
$1.62M 0.01%
7,440
-2,176
1129
$1.61M 0.01%
49,168
+2,913
1130
$1.61M 0.01%
101,855
+8,679
1131
$1.61M 0.01%
3,712
-162
1132
$1.61M 0.01%
24,508
+2,500
1133
$1.6M 0.01%
55,605
+493
1134
$1.6M 0.01%
41,921
+13,251
1135
$1.6M 0.01%
45,426
-7,502
1136
$1.6M 0.01%
82,114
-8,907
1137
$1.59M 0.01%
21,522
+2,271
1138
$1.59M 0.01%
6,056
+396
1139
$1.59M 0.01%
18,930
-1,296
1140
$1.59M 0.01%
26,993
-5,389
1141
$1.59M 0.01%
78,822
+2,433
1142
$1.59M 0.01%
35,007
+7,375
1143
$1.58M 0.01%
18,274
-89
1144
$1.58M 0.01%
36,165
+1,400
1145
$1.58M 0.01%
15,051
+3,133
1146
$1.57M 0.01%
112,339
-10,177
1147
$1.56M 0.01%
24,441
-365
1148
$1.56M 0.01%
23,319
-3,180
1149
$1.56M 0.01%
14,129
+894
1150
$1.55M 0.01%
109,412
+21,092
44 45
46
47 48