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
326
$14.9M 0.07%
506,957
-18,903
327
$14.9M 0.07%
836,257
+118,878
328
$14.9M 0.07%
439,886
+119,569
329
$14.7M 0.06%
4,198,813
+342,460
330
$14.7M 0.06%
306,583
-61,772
331
$14.7M 0.06%
114,877
+553
332
$14.7M 0.06%
75,305
-2,090
333
$14.6M 0.06%
491,144
-15,563
334
$14.6M 0.06%
169,691
+24,601
335
$14.6M 0.06%
182,352
-6,081
336
$14.5M 0.06%
318,666
+20,160
337
$14.5M 0.06%
113,155
+23,489
338
$14.3M 0.06%
163,046
-6,517
339
$14.3M 0.06%
127,172
-1,033
340
$14.3M 0.06%
108,312
+1,076
341
$14.3M 0.06%
364,230
+13,905
342
$14.1M 0.06%
310,451
-10,536
343
$14M 0.06%
190,556
-11,304
344
$14M 0.06%
80,295
-461
345
$13.9M 0.06%
205,494
+7,316
346
$13.9M 0.06%
576,512
+4,568
347
$13.9M 0.06%
160,094
+6,199
348
$13.8M 0.06%
254,508
+6,518
349
$13.8M 0.06%
232,721
+5,128
350
$13.8M 0.06%
60,196
-186
12 13
14
15 16