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
351
$13.7M 0.06%
207,870
+4,909
352
$13.7M 0.06%
42,625
-360
353
$13.7M 0.06%
352,828
+16,890
354
$13.6M 0.06%
82,739
+2,249
355
$13.5M 0.06%
247,580
-17,443
356
$13.4M 0.06%
123,079
+5,563
357
$13.3M 0.06%
381,193
+58,825
358
$13.3M 0.06%
180,497
+44,541
359
$13.2M 0.06%
229,537
+8,248
360
$13.1M 0.06%
32,392
+4,060
361
$12.9M 0.06%
2,051,152
-167,686
362
$12.9M 0.06%
304,585
+10,525
363
$12.9M 0.06%
224,455
-10,930
364
$12.9M 0.06%
371,142
+39,526
365
$12.9M 0.06%
993,056
-149,748
366
$12.8M 0.06%
81,812
+1,327
367
$12.7M 0.06%
158,777
+14,621
368
$12.6M 0.06%
92,821
+2,373
369
$12.6M 0.06%
78,930
+8,498
370
$12.6M 0.06%
211,415
-58,929
371
$12.5M 0.06%
249,693
-22,298
372
$12.5M 0.06%
212,737
+14,301
373
$12.4M 0.05%
139,483
+2,823
374
$12.4M 0.05%
176,455
+20,041
375
$12.4M 0.05%
303,115
-8,391
13 14
15
16 17