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
426
$10.4M 0.05%
68,265
+17,869
427
$10.4M 0.05%
373,377
+164,075
428
$10.4M 0.05%
862,869
+73,785
429
$10.4M 0.05%
69,593
-554
430
$10.4M 0.05%
234,155
-3,941
431
$10.3M 0.05%
276,702
+955
432
$10.3M 0.05%
27,649
+1,260
433
$10.2M 0.05%
112,913
+28,030
434
$10.2M 0.05%
73,607
-14,828
435
$10.2M 0.05%
1,104,303
-458,524
436
$10.2M 0.04%
142,066
+341
437
$10.1M 0.04%
435,417
+7,869
438
$10.1M 0.04%
1,184,853
-15,975
439
$10M 0.04%
95,272
+4,052
440
$9.98M 0.04%
141,418
+3,519
441
$9.98M 0.04%
257,579
+36,868
442
$9.9M 0.04%
236,826
-14,505
443
$9.88M 0.04%
426,652
-5,731
444
$9.85M 0.04%
336,135
+140,006
445
$9.81M 0.04%
95,562
-581
446
$9.73M 0.04%
123,065
+7,500
447
$9.72M 0.04%
15,955
-1,173
448
$9.71M 0.04%
109,714
+6,659
449
$9.69M 0.04%
33,705
+8,028
450
$9.53M 0.04%
147,926
-2,047
16 17
18
19 20