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
476
$8.94M 0.04%
145,338
-16,152
477
$8.92M 0.04%
149,418
+15,880
478
$8.89M 0.04%
103,960
-22,818
479
$8.83M 0.04%
249,893
-15,258
480
$8.83M 0.04%
77,481
+1,779
481
$8.83M 0.04%
165,248
-38,788
482
$8.81M 0.04%
220,582
+1,574
483
$8.79M 0.04%
332,490
+32,872
484
$8.79M 0.04%
438,680
+120,825
485
$8.73M 0.04%
67,156
+6,471
486
$8.72M 0.04%
681,598
+204,386
487
$8.72M 0.04%
85,764
+4,693
488
$8.71M 0.04%
121,855
+986
489
$8.71M 0.04%
208,726
-22,302
490
$8.7M 0.04%
159,904
-2,257
491
$8.68M 0.04%
189,070
+33,142
492
$8.66M 0.04%
219,422
-12,772
493
$8.54M 0.04%
59,212
-5,857
494
$8.54M 0.04%
1,926,359
+221,452
495
$8.53M 0.04%
210,932
+757
496
$8.51M 0.04%
38,401
-3,603
497
$8.5M 0.04%
128,238
+7,342
498
$8.48M 0.04%
568,094
+21,542
499
$8.46M 0.04%
274,256
+12,896
500
$8.39M 0.04%
52,222
-1,721
18 19
20
21 22