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
2251
$79K ﹤0.01%
918
-964
2252
$78K ﹤0.01%
13,084
-832
2253
$78K ﹤0.01%
316
+50
2254
$77K ﹤0.01%
12,858
+2,850
2255
$76K ﹤0.01%
12,921
+2,255
2256
$75K ﹤0.01%
11,841
-4,821
2257
$74K ﹤0.01%
15,897
-1
2258
$74K ﹤0.01%
13,060
-309
2259
$74K ﹤0.01%
13,130
-18,783
2260
$74K ﹤0.01%
671
-288
2261
$72K ﹤0.01%
12,470
-1,925
2262
$69K ﹤0.01%
17,212
+297
2263
$68K ﹤0.01%
+16,420
2264
$65K ﹤0.01%
2,395
+353
2265
$60K ﹤0.01%
2,777
-1,302
2266
$59K ﹤0.01%
15,934
+1,775
2267
$54K ﹤0.01%
1,206
+180
2268
$50K ﹤0.01%
14,533
-6,861
2269
$49K ﹤0.01%
23,793
+2,214
2270
$48K ﹤0.01%
2,016
-11
2271
$47K ﹤0.01%
14,859
+3,013
2272
$46K ﹤0.01%
22,911
-30,043
2273
$37K ﹤0.01%
3,359
-1,128
2274
$37K ﹤0.01%
1,484
+206
2275
$33K ﹤0.01%
10,772
-551
89 90
91
92 93