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
251
$20.5M 0.09%
311,220
-11,312
252
$20.4M 0.09%
1,021,080
-248,984
253
$20.2M 0.09%
218,946
+5,455
254
$20.1M 0.09%
180,745
+22,440
255
$20M 0.09%
498,876
+26,319
256
$20M 0.09%
199,051
+25,368
257
$19.8M 0.09%
1,081,145
-18,895
258
$19.8M 0.09%
372,597
-20,489
259
$19.7M 0.09%
4,689,446
+446,296
260
$19.7M 0.09%
133,698
+236
261
$19.7M 0.09%
374,145
+1,337
262
$19.5M 0.09%
276,809
+6,469
263
$19.4M 0.09%
253,968
-1,020
264
$19.4M 0.09%
132,587
+8,783
265
$19.3M 0.09%
384,811
+22,391
266
$19.3M 0.09%
334,891
+45,470
267
$19.2M 0.08%
580,634
-132,779
268
$19.2M 0.08%
187,222
+5,312
269
$19.1M 0.08%
259,483
+33,911
270
$19.1M 0.08%
24,622
-82
271
$19.1M 0.08%
443,973
+19,376
272
$19M 0.08%
281,233
+154
273
$18.9M 0.08%
303,221
+16,950
274
$18.9M 0.08%
326,235
+16,755
275
$18.9M 0.08%
285,935
-606
9 10
11
12 13