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
626
$5.8M 0.03%
669,365
-9,063
627
$5.79M 0.03%
190,121
+14,218
628
$5.78M 0.03%
76,485
+9,022
629
$5.72M 0.03%
135,850
+10,970
630
$5.71M 0.03%
160,924
+42,172
631
$5.7M 0.03%
96,224
+4,243
632
$5.69M 0.03%
58,462
+2,101
633
$5.67M 0.03%
56,560
+1,192
634
$5.66M 0.03%
150,383
+582
635
$5.66M 0.03%
25,918
+391
636
$5.63M 0.02%
84,416
+791
637
$5.62M 0.02%
29,794
+1,400
638
$5.61M 0.02%
37,247
-645
639
$5.6M 0.02%
152,903
+18,290
640
$5.59M 0.02%
80,708
+3,764
641
$5.54M 0.02%
56,141
+2,993
642
$5.53M 0.02%
17,292
+1,943
643
$5.53M 0.02%
498,716
-238,025
644
$5.52M 0.02%
67,085
+2,334
645
$5.49M 0.02%
40,634
+1,706
646
$5.49M 0.02%
49,356
-4,094
647
$5.48M 0.02%
128,671
+23,324
648
$5.47M 0.02%
69,331
+19
649
$5.47M 0.02%
44,310
-219
650
$5.46M 0.02%
220,383
-7,975
24 25
26
27 28