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
576
$6.75M 0.03%
101,707
+18,968
577
$6.71M 0.03%
954,726
+116,589
578
$6.71M 0.03%
315,063
+51,366
579
$6.69M 0.03%
55,502
+2,723
580
$6.68M 0.03%
108,025
+1,724
581
$6.66M 0.03%
38,865
+637
582
$6.63M 0.03%
145,265
+9,780
583
$6.63M 0.03%
40,490
+4,708
584
$6.62M 0.03%
104,347
+1,511
585
$6.58M 0.03%
60,724
+4,453
586
$6.56M 0.03%
82,194
+14,073
587
$6.53M 0.03%
87,486
+3,474
588
$6.53M 0.03%
291,838
-15,331
589
$6.48M 0.03%
562,434
+34,313
590
$6.43M 0.03%
1,012,033
-10,662
591
$6.42M 0.03%
46,184
+6,515
592
$6.4M 0.03%
104,349
+3,283
593
$6.38M 0.03%
37,894
-7,700
594
$6.38M 0.03%
86,628
+8,450
595
$6.37M 0.03%
21,618
-546
596
$6.37M 0.03%
824,212
-346,920
597
$6.36M 0.03%
173,799
-2,180
598
$6.32M 0.03%
222,198
+49,287
599
$6.31M 0.03%
2,076,979
+34,522
600
$6.31M 0.03%
88,933
+1,153
22 23
24
25 26