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
$22.7B
AUM Growth
+$1.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,336
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$17.6M
3
+$15.7M
4
AAPL icon
Apple
AAPL
+$12.5M
5
CIEN icon
Ciena
CIEN
+$12.2M

Top Sells

1
+$65.5M
2
+$13.7M
3
+$11.8M
4
XL
XL Group Ltd.
XL
+$10.3M
5
GE icon
GE Aerospace
GE
+$9.73M

Sector Composition

1 Technology 18.84%
2 Financials 16.86%
3 Healthcare 14.01%
4 Consumer Discretionary 9.98%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.9M 0.1%
118,798
+8,018
227
$22.9M 0.1%
305,639
+6,672
228
$22.7M 0.1%
603,370
+84,665
229
$22.7M 0.1%
427,589
+5,923
230
$22.7M 0.1%
270,758
-6,380
231
$22.6M 0.1%
206,967
+3,159
232
$22.3M 0.1%
501,547
+3,323
233
$22.2M 0.1%
268,196
+10,581
234
$22.1M 0.1%
109,809
+9,520
235
$22.1M 0.1%
572,152
-2,623
236
$22.1M 0.1%
56,422
+4,432
237
$22M 0.1%
1,401,730
+248,811
238
$21.8M 0.1%
219,712
+1,751
239
$21.7M 0.1%
211,898
+16,355
240
$21.7M 0.1%
320,375
+3,081
241
$21.4M 0.09%
137,244
+6,980
242
$21.3M 0.09%
234,372
-14,585
243
$21.3M 0.09%
487,665
-32,479
244
$21.2M 0.09%
437,588
-12,151
245
$21M 0.09%
149,632
+1,365
246
$21M 0.09%
573,117
+15,796
247
$20.9M 0.09%
237,565
+16,154
248
$20.8M 0.09%
323,249
+144,263
249
$20.7M 0.09%
129,009
-2,779
250
$20.5M 0.09%
136,332
+3,933
8 9
10
11 12