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
501
$8.35M 0.04%
175,119
+15,287
502
$8.35M 0.04%
226,242
+6,182
503
$8.32M 0.04%
248,246
+2,455
504
$8.29M 0.04%
463,949
-41,746
505
$8.24M 0.04%
63,116
+5,089
506
$8.23M 0.04%
72,284
+56,010
507
$8.19M 0.04%
446,686
-4,505
508
$8.18M 0.04%
269,022
+126,397
509
$8.18M 0.04%
1,181,590
+128,365
510
$8.15M 0.04%
63,735
-3,474
511
$8.11M 0.04%
28,747
-110
512
$8.06M 0.04%
342,624
-7,812
513
$8.06M 0.04%
202,609
-30,213
514
$8.05M 0.04%
6,775
+341
515
$8.04M 0.04%
122,667
+6,282
516
$8.02M 0.04%
98,382
-2,604
517
$8.01M 0.04%
163,489
+5,925
518
$7.98M 0.04%
157,786
-7,363
519
$7.97M 0.04%
154,533
-8,889
520
$7.96M 0.04%
366,806
-73,974
521
$7.95M 0.04%
63,331
+96
522
$7.92M 0.03%
174,774
+37,120
523
$7.89M 0.03%
755,041
+127,617
524
$7.85M 0.03%
364,577
-1,643
525
$7.82M 0.03%
314,749
+3,516
19 20
21
22 23