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AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
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
+$36.9M
2
+$32.4M
3
+$31.5M
4
META icon
Meta Platforms (Facebook)
META
+$29.6M
5
T icon
AT&T
T
+$26.6M

Top Sells

1
+$38.7M
2
+$25.9M
3
+$24.1M
4
ED icon
Consolidated Edison
ED
+$20.1M
5
DOX icon
Amdocs
DOX
+$19.3M

Sector Composition

1 Technology 18.4%
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
2351
– –
-12,207
2352
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-26,657
2353
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-13,505
2354
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-7,769
2355
– –
-8,634
2356
– –
-10,640
2357
– –
-6,790
2358
– –
-16,939
2359
– –
-946
2360
– –
-10,332
2361
– –
-104,668
2362
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-88,215
2363
– –
-15,613
2364
– –
-62,010
2365
– –
-16,555
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