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
2026
$282K ﹤0.01%
+5,113
2027
$281K ﹤0.01%
20,309
-373
2028
$280K ﹤0.01%
30,040
+5,151
2029
$280K ﹤0.01%
24,694
+2,865
2030
$280K ﹤0.01%
26,766
+961
2031
$279K ﹤0.01%
19,663
-15,648
2032
$279K ﹤0.01%
+15,494
2033
$279K ﹤0.01%
14,532
+1,597
2034
$278K ﹤0.01%
8,080
+1,548
2035
$278K ﹤0.01%
7,643
+145
2036
$278K ﹤0.01%
+4,658
2037
$278K ﹤0.01%
78,906
+5,019
2038
$277K ﹤0.01%
25,041
+8,531
2039
$276K ﹤0.01%
13,710
+1,365
2040
$276K ﹤0.01%
23,263
-2,827
2041
$276K ﹤0.01%
+3,023
2042
$275K ﹤0.01%
16,138
-2,252
2043
$274K ﹤0.01%
6,068
-11,014
2044
$274K ﹤0.01%
5,355
+1,220
2045
$274K ﹤0.01%
+9,425
2046
$274K ﹤0.01%
+4,002
2047
$274K ﹤0.01%
32,885
-11,707
2048
$274K ﹤0.01%
12,064
+3,652
2049
$273K ﹤0.01%
8,977
-1,029
2050
$271K ﹤0.01%
11,976
+2,810
80 81
82
83 84