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
301
$16.5M 0.07%
247,212
+17,975
302
$16.4M 0.07%
226,530
+4,526
303
$16.2M 0.07%
356,869
+14,510
304
$16.2M 0.07%
45,390
+3,141
305
$16.2M 0.07%
253,785
+4,528
306
$16.1M 0.07%
133,944
-8,641
307
$16.1M 0.07%
235,186
-1,058
308
$16M 0.07%
144,189
+3,392
309
$16M 0.07%
140,001
-4,196
310
$16M 0.07%
109,290
+8,269
311
$15.9M 0.07%
95,309
+24
312
$15.9M 0.07%
739,801
-144,350
313
$15.9M 0.07%
677,232
+5,760
314
$15.9M 0.07%
16,977
+695
315
$15.8M 0.07%
154,947
+18,081
316
$15.8M 0.07%
566,532
-33,107
317
$15.8M 0.07%
424,997
+503
318
$15.7M 0.07%
85,538
-967
319
$15.7M 0.07%
143,691
+8,645
320
$15.6M 0.07%
330,243
+6,913
321
$15.5M 0.07%
141,825
+13,967
322
$15.4M 0.07%
78,114
+7,370
323
$15.2M 0.07%
331,824
-90,706
324
$15.2M 0.07%
1,001,270
+39,120
325
$15M 0.07%
387,515
+37,578
11 12
13
14 15