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
401
$11.2M 0.05%
758,774
+180,999
402
$11.2M 0.05%
751,178
+176,373
403
$11.1M 0.05%
2,302,380
+66,850
404
$11.1M 0.05%
694,725
+39,378
405
$11.1M 0.05%
155,424
-14,372
406
$11.1M 0.05%
284,119
+39,771
407
$11.1M 0.05%
238,324
-18,065
408
$11.1M 0.05%
151,455
+5,257
409
$11.1M 0.05%
452,108
-101,270
410
$11.1M 0.05%
24,583
+3,016
411
$11M 0.05%
64,750
+202
412
$10.9M 0.05%
413,645
+7,350
413
$10.9M 0.05%
146,043
+14,502
414
$10.8M 0.05%
356,631
-41,380
415
$10.8M 0.05%
113,031
+1,512
416
$10.8M 0.05%
612,015
+54,825
417
$10.8M 0.05%
265,384
-5,164
418
$10.7M 0.05%
163,030
+8,113
419
$10.7M 0.05%
194,894
-8,807
420
$10.6M 0.05%
585,700
-6,065
421
$10.6M 0.05%
120,688
-24,228
422
$10.6M 0.05%
107,746
-3,018
423
$10.5M 0.05%
498,912
+12,759
424
$10.5M 0.05%
194,997
+25,251
425
$10.4M 0.05%
345,553
-89,698
15 16
17
18 19