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
376
$12.4M 0.05%
241,111
-13,853
377
$12.3M 0.05%
454,187
+35,328
378
$12.3M 0.05%
176,219
+89,789
379
$12.3M 0.05%
80,407
+2,062
380
$12.3M 0.05%
382,098
-36,537
381
$12.3M 0.05%
82,564
+2,565
382
$12.3M 0.05%
397,447
+107,555
383
$12.2M 0.05%
417,824
+14,106
384
$12.1M 0.05%
280,566
+19,000
385
$12.1M 0.05%
48,298
+2,850
386
$12M 0.05%
432,832
+1,707
387
$11.9M 0.05%
120,916
-3,256
388
$11.9M 0.05%
437,345
-5,665
389
$11.9M 0.05%
128,844
-13,780
390
$11.8M 0.05%
90,750
+2,940
391
$11.7M 0.05%
401,213
+59,495
392
$11.7M 0.05%
88,488
-47,573
393
$11.7M 0.05%
64,544
+3,867
394
$11.6M 0.05%
344,299
+13,463
395
$11.6M 0.05%
431,509
+67,515
396
$11.6M 0.05%
2,425,242
+204,266
397
$11.5M 0.05%
2,087,147
+75,589
398
$11.4M 0.05%
122,792
+6,174
399
$11.3M 0.05%
111,050
+5,099
400
$11.3M 0.05%
343,835
-56,797
14 15
16
17 18