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
601
$6.29M 0.03%
111,469
+7,772
602
$6.23M 0.03%
24,322
+203
603
$6.22M 0.03%
115,767
-7,830
604
$6.21M 0.03%
29,206
-155
605
$6.2M 0.03%
169,304
-78,178
606
$6.18M 0.03%
42,822
-1,892
607
$6.1M 0.03%
60,113
+8,980
608
$6.1M 0.03%
285,386
-41,755
609
$6.1M 0.03%
61,118
+10,097
610
$6.06M 0.03%
186,841
+75,280
611
$6.05M 0.03%
469,808
-16,016
612
$6.05M 0.03%
242,711
+8,165
613
$6.03M 0.03%
162,090
+4,798
614
$6.02M 0.03%
528,355
-70,663
615
$6.02M 0.03%
78,078
-7,486
616
$6.01M 0.03%
253,719
+6,767
617
$6M 0.03%
18,607
-258
618
$5.98M 0.03%
80,774
-14,654
619
$5.97M 0.03%
45,764
+2,329
620
$5.97M 0.03%
46,843
+3,486
621
$5.93M 0.03%
18,940
-16
622
$5.93M 0.03%
129,822
-6,956
623
$5.92M 0.03%
118,111
-1,507
624
$5.86M 0.03%
83,736
+2,312
625
$5.84M 0.03%
60,178
-801
23 24
25
26 27