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
1776
$475K ﹤0.01%
35,009
-5,920
1777
$475K ﹤0.01%
12,308
+1,603
1778
$473K ﹤0.01%
19,322
-916
1779
$473K ﹤0.01%
4,789
-371
1780
$473K ﹤0.01%
13,302
+205
1781
$472K ﹤0.01%
8,711
-475
1782
$471K ﹤0.01%
18,843
-887
1783
$470K ﹤0.01%
25,101
-3,057
1784
$469K ﹤0.01%
22,652
+1,822
1785
$469K ﹤0.01%
23,675
-1,434
1786
$468K ﹤0.01%
8,504
+789
1787
$466K ﹤0.01%
8,210
-1,914
1788
$465K ﹤0.01%
14,089
-488
1789
$465K ﹤0.01%
14,085
-561
1790
$465K ﹤0.01%
42,657
-3,036
1791
$463K ﹤0.01%
17,257
+1,339
1792
$462K ﹤0.01%
15,652
+948
1793
$460K ﹤0.01%
1,222
+452
1794
$459K ﹤0.01%
8,145
-796
1795
$459K ﹤0.01%
8,934
-1,234
1796
$458K ﹤0.01%
15,801
-18
1797
$458K ﹤0.01%
63,402
+15,140
1798
$456K ﹤0.01%
2,621
-378
1799
$455K ﹤0.01%
19,761
+4,047
1800
$454K ﹤0.01%
17,757
+2,716
70 71
72
73 74