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
1176
$1.47M 0.01%
41,106
+2,064
1177
$1.47M 0.01%
17,832
+3,918
1178
$1.46M 0.01%
68,536
+10,023
1179
$1.46M 0.01%
53,369
-70
1180
$1.46M 0.01%
66,973
+4,802
1181
$1.45M 0.01%
123,069
-967
1182
$1.45M 0.01%
66,273
-54,923
1183
$1.45M 0.01%
26,437
-818
1184
$1.45M 0.01%
11,925
+268
1185
$1.44M 0.01%
27,220
-12,425
1186
$1.44M 0.01%
12,234
-161
1187
$1.44M 0.01%
10,108
+4,389
1188
$1.44M 0.01%
26,807
-29
1189
$1.44M 0.01%
12,956
+1,056
1190
$1.43M 0.01%
50,161
+7,622
1191
$1.43M 0.01%
21,902
-1,735
1192
$1.41M 0.01%
19,626
-626
1193
$1.4M 0.01%
16,192
-976
1194
$1.4M 0.01%
76,808
-25,420
1195
$1.39M 0.01%
17,073
+887
1196
$1.39M 0.01%
27,253
-854
1197
$1.39M 0.01%
23,594
+831
1198
$1.39M 0.01%
8,838
-870
1199
$1.38M 0.01%
22,185
+243
1200
$1.38M 0.01%
144,187
+3,216
46 47
48
49 50