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
526
$7.81M 0.03%
270,860
+76,123
527
$7.8M 0.03%
157,664
+4,332
528
$7.78M 0.03%
489,473
-51,777
529
$7.76M 0.03%
112,770
-2,380
530
$7.72M 0.03%
130,053
+1,621
531
$7.69M 0.03%
131,151
+29,442
532
$7.68M 0.03%
378,223
+12,640
533
$7.67M 0.03%
115,705
+8,203
534
$7.66M 0.03%
59,364
+3,624
535
$7.62M 0.03%
66,073
-909
536
$7.61M 0.03%
70,477
-397
537
$7.58M 0.03%
188,701
-4,027
538
$7.57M 0.03%
30,669
-517
539
$7.56M 0.03%
144,856
+13,003
540
$7.55M 0.03%
40,474
-2,376
541
$7.54M 0.03%
87,719
+4,393
542
$7.51M 0.03%
124,518
-567
543
$7.51M 0.03%
292,094
-28,410
544
$7.46M 0.03%
102,103
+11,870
545
$7.45M 0.03%
239,645
-10,963
546
$7.45M 0.03%
149,892
-1,954
547
$7.41M 0.03%
1,940,328
-267,492
548
$7.39M 0.03%
55,331
-8,056
549
$7.38M 0.03%
560,735
-266,969
550
$7.38M 0.03%
196,626
+5,592
20 21
22
23 24