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
1351
$1.05M ﹤0.01%
46,900
-2,854
1352
$1.04M ﹤0.01%
118,032
-138,321
1353
$1.04M ﹤0.01%
16,987
-726
1354
$1.03M ﹤0.01%
22,564
+4,354
1355
$1.03M ﹤0.01%
41,365
-1,757
1356
$1.03M ﹤0.01%
8,627
-3,833
1357
$1.03M ﹤0.01%
59,922
-27,428
1358
$1.03M ﹤0.01%
55,942
-2,155
1359
$1.02M ﹤0.01%
23,563
+1,473
1360
$1.02M ﹤0.01%
97,288
+8,388
1361
$1.02M ﹤0.01%
117,473
+14,830
1362
$1.02M ﹤0.01%
22,771
+38
1363
$1.02M ﹤0.01%
29,526
+1,921
1364
$1.02M ﹤0.01%
26,307
-1,369
1365
$1.02M ﹤0.01%
58,744
-13,696
1366
$1.02M ﹤0.01%
34,788
+12,724
1367
$1.01M ﹤0.01%
11,581
-459
1368
$1.01M ﹤0.01%
15,929
-676
1369
$1.01M ﹤0.01%
25,015
-1,834
1370
$1.01M ﹤0.01%
23,879
+2,350
1371
$1.01M ﹤0.01%
76,461
-5,367
1372
$1.01M ﹤0.01%
9,576
+252
1373
$1.01M ﹤0.01%
11,848
+2,909
1374
$1M ﹤0.01%
+81,464
1375
$1M ﹤0.01%
9,713
-513
53 54
55
56 57