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
2176
$191K ﹤0.01%
17,576
-1,074
2177
$187K ﹤0.01%
13,940
+2,466
2178
$184K ﹤0.01%
+14,001
2179
$181K ﹤0.01%
13,179
-1,138
2180
$181K ﹤0.01%
+14,839
2181
$181K ﹤0.01%
31,817
2182
$180K ﹤0.01%
13,997
-2,148
2183
$178K ﹤0.01%
11,372
-3,700
2184
$178K ﹤0.01%
33,340
+2,654
2185
$175K ﹤0.01%
50,404
-184,755
2186
$174K ﹤0.01%
+10,532
2187
$173K ﹤0.01%
23,048
+6,840
2188
$172K ﹤0.01%
21,103
+9,750
2189
$168K ﹤0.01%
10,194
-11,319
2190
$168K ﹤0.01%
+15,343
2191
$163K ﹤0.01%
19,526
+4,370
2192
$161K ﹤0.01%
12,708
-55
2193
$161K ﹤0.01%
+13,907
2194
$160K ﹤0.01%
+14,580
2195
$160K ﹤0.01%
11,812
-10,621
2196
$158K ﹤0.01%
+1,240
2197
$158K ﹤0.01%
12,155
-1,023
2198
$157K ﹤0.01%
60,158
-27,045
2199
$157K ﹤0.01%
543
-104
2200
$156K ﹤0.01%
13,176
-3,956
86 87
88
89 90