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
651
$5.46M 0.02%
66,202
-643
652
$5.41M 0.02%
60,892
+3,084
653
$5.4M 0.02%
104,594
+222
654
$5.37M 0.02%
551,601
+42,565
655
$5.35M 0.02%
77,024
+1,668
656
$5.35M 0.02%
32,899
+8,445
657
$5.34M 0.02%
178,340
+6,834
658
$5.33M 0.02%
273,351
-24,309
659
$5.32M 0.02%
9,184
+864
660
$5.32M 0.02%
30,309
-2,051
661
$5.31M 0.02%
100,520
+940
662
$5.3M 0.02%
206,389
+44,633
663
$5.29M 0.02%
196,049
-15,780
664
$5.26M 0.02%
51,970
+19,351
665
$5.26M 0.02%
41,412
-706
666
$5.25M 0.02%
46,379
-1,499
667
$5.25M 0.02%
+244,837
668
$5.25M 0.02%
96,641
-11,297
669
$5.21M 0.02%
160,509
-548
670
$5.21M 0.02%
311,019
+1,322
671
$5.18M 0.02%
52,374
+12,271
672
$5.17M 0.02%
127,486
-101,615
673
$5.17M 0.02%
81,632
+3,426
674
$5.17M 0.02%
266,768
+4,208
675
$5.14M 0.02%
41,733
+1,167
25 26
27
28 29