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
551
$7.34M 0.03%
489,255
+61,847
552
$7.31M 0.03%
115,687
+8,250
553
$7.31M 0.03%
139,556
+2,699
554
$7.28M 0.03%
142,680
-1,752
555
$7.22M 0.03%
76,868
+5,151
556
$7.15M 0.03%
217,580
+25,418
557
$7.14M 0.03%
102,175
+23,490
558
$7.1M 0.03%
149,899
+32,418
559
$7.08M 0.03%
488,080
+35,088
560
$7.07M 0.03%
201,264
-64,491
561
$7.03M 0.03%
70,739
+5,887
562
$7.02M 0.03%
472,976
+55,187
563
$7M 0.03%
242,609
-24,715
564
$6.97M 0.03%
128,088
+6,058
565
$6.91M 0.03%
608,657
+233,112
566
$6.91M 0.03%
157,044
+8,612
567
$6.86M 0.03%
95,681
+25,306
568
$6.86M 0.03%
69,258
+26,700
569
$6.84M 0.03%
134,111
-5,202
570
$6.83M 0.03%
199,576
+17,393
571
$6.82M 0.03%
126,294
+28,775
572
$6.8M 0.03%
200,110
-16,862
573
$6.77M 0.03%
21,793
+1,663
574
$6.75M 0.03%
119,973
+559
575
$6.75M 0.03%
290,374
-3,422
21 22
23
24 25