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
1251
$1.27M 0.01%
44,020
+9,490
1252
$1.26M 0.01%
107,300
-17,355
1253
$1.26M 0.01%
17,400
-778
1254
$1.26M 0.01%
38,724
+32
1255
$1.26M 0.01%
13,457
+1,579
1256
$1.25M 0.01%
8,845
+413
1257
$1.25M 0.01%
639
+99
1258
$1.25M 0.01%
42,728
-3,966
1259
$1.25M 0.01%
25,673
+4,015
1260
$1.25M 0.01%
35,957
-2,275
1261
$1.25M 0.01%
12,043
+44
1262
$1.24M 0.01%
68,462
-18,273
1263
$1.24M 0.01%
34,721
-315
1264
$1.24M 0.01%
16,206
-761
1265
$1.23M 0.01%
39,637
-3,489
1266
$1.23M 0.01%
22,607
+167
1267
$1.23M 0.01%
60,698
+3,603
1268
$1.22M 0.01%
70,818
-14,003
1269
$1.22M 0.01%
22,033
+4,324
1270
$1.22M 0.01%
6,068
-24
1271
$1.22M 0.01%
77,350
-13,518
1272
$1.21M 0.01%
29,590
+2,060
1273
$1.21M 0.01%
27,799
-3,458
1274
$1.21M 0.01%
10,766
-139
1275
$1.2M 0.01%
63,741
+8,051
49 50
51
52 53