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 18.86%
2 Financials 16.86%
3 Healthcare 14.01%
4 Consumer Discretionary 9.98%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$117M 0.52%
1,411,729
+211,961
27
$116M 0.51%
2,770,796
+95,116
28
$114M 0.5%
975,802
+32,931
29
$113M 0.5%
16,019,640
+504,240
30
$108M 0.48%
1,507,285
+67,099
31
$107M 0.47%
3,010,301
+179,406
32
$106M 0.47%
625,585
+20,836
33
$106M 0.47%
2,012,028
+68,258
34
$102M 0.45%
1,970,484
+25,190
35
$101M 0.44%
2,278,198
+81,877
36
$100M 0.44%
1,792,072
+70,048
37
$99.8M 0.44%
481,640
+12,311
38
$99.3M 0.44%
622,732
+11,685
39
$98.5M 0.43%
918,401
+687
40
$97M 0.43%
595,717
+13,358
41
$97M 0.43%
397,207
+4,078
42
$96.7M 0.43%
1,022,172
-905
43
$96.5M 0.43%
576,946
-8,470
44
$96.4M 0.43%
546,945
+4,935
45
$96.2M 0.42%
2,082,388
+102,846
46
$91.4M 0.4%
338,565
+19,904
47
$89.1M 0.39%
238,144
+8,919
48
$84.7M 0.37%
999,862
+22,770
49
$83.7M 0.37%
1,327,449
+44,012
50
$83.1M 0.37%
1,076,353
+118,921
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