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
276
$18.5M 0.08%
604,331
+18,638
277
$18.5M 0.08%
287,443
+12,487
278
$18.4M 0.08%
196,646
+31,535
279
$18.4M 0.08%
252,761
+3,223
280
$18.3M 0.08%
980,907
-202,848
281
$18.2M 0.08%
164,003
+4,128
282
$18.1M 0.08%
228,961
+289
283
$18M 0.08%
444,888
-56,764
284
$18M 0.08%
326,295
-37,243
285
$18M 0.08%
315,808
+39,640
286
$17.9M 0.08%
309,960
-5,281
287
$17.9M 0.08%
1,196,104
+56,693
288
$17.9M 0.08%
771,600
-3,285
289
$17.5M 0.08%
220,936
-2,574
290
$17.5M 0.08%
1,002,078
+202,060
291
$17.4M 0.08%
127,394
+460
292
$17.2M 0.08%
811,267
+50,702
293
$17.1M 0.08%
189,747
-5,493
294
$17M 0.08%
8,717,099
+1,113,816
295
$17M 0.07%
39,210
+3,984
296
$17M 0.07%
956,077
+143,943
297
$16.8M 0.07%
366,063
-10,871
298
$16.8M 0.07%
520,641
+21,083
299
$16.7M 0.07%
839,386
+12,137
300
$16.7M 0.07%
1,123,915
-151,344
10 11
12
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