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
451
$9.53M 0.04%
1,113,404
-67,821
452
$9.49M 0.04%
1,782,343
+66,471
453
$9.47M 0.04%
134,999
+6,775
454
$9.47M 0.04%
142,197
+13,341
455
$9.44M 0.04%
138,825
-38,789
456
$9.43M 0.04%
183,389
+6,680
457
$9.42M 0.04%
91,123
-40,675
458
$9.36M 0.04%
86,720
-6,407
459
$9.34M 0.04%
94,085
+17,148
460
$9.33M 0.04%
245,330
-4,409
461
$9.31M 0.04%
117,686
-2,007
462
$9.27M 0.04%
1,053,772
+209,970
463
$9.23M 0.04%
663,118
+3,995
464
$9.19M 0.04%
203,324
+7,315
465
$9.17M 0.04%
182,408
+15,620
466
$9.15M 0.04%
241,834
-13,134
467
$9.13M 0.04%
1,637,003
-175,445
468
$9.12M 0.04%
216,229
+21,708
469
$9.11M 0.04%
108,574
+1,784
470
$9.08M 0.04%
317,337
+6,699
471
$9.07M 0.04%
235,307
+5,094
472
$9.02M 0.04%
123,143
-16,366
473
$9.01M 0.04%
80,470
-6,773
474
$8.98M 0.04%
80,887
+4,969
475
$8.97M 0.04%
145,921
+2,225
17 18
19
20 21