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
1276
$1.2M 0.01%
46,094
+9,399
1277
$1.2M 0.01%
111,072
-14,359
1278
$1.2M 0.01%
13,562
+89
1279
$1.19M 0.01%
22,796
+342
1280
$1.19M 0.01%
7,163
+938
1281
$1.19M 0.01%
21,839
+3,473
1282
$1.19M 0.01%
23,716
+9,417
1283
$1.19M 0.01%
71,236
+6,692
1284
$1.18M 0.01%
25,773
+2,350
1285
$1.18M 0.01%
31,204
+5,800
1286
$1.18M 0.01%
46,133
-690
1287
$1.18M 0.01%
20,272
+601
1288
$1.17M 0.01%
13,914
-515
1289
$1.17M 0.01%
32,373
-547
1290
$1.17M 0.01%
23,195
+2,107
1291
$1.17M 0.01%
16,588
+577
1292
$1.17M 0.01%
21,538
+2,497
1293
$1.16M 0.01%
11,978
+2,407
1294
$1.16M 0.01%
35,221
+220
1295
$1.16M 0.01%
33,171
-4,779
1296
$1.16M 0.01%
10,350
+1,319
1297
$1.16M 0.01%
30,594
+6,743
1298
$1.15M 0.01%
8,213
+4,051
1299
$1.15M 0.01%
31,261
-10,852
1300
$1.15M ﹤0.01%
74,842
+4,653
50 51
52
53 54