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
676
$5.12M 0.02%
16
+2
677
$5.1M 0.02%
195,474
-24,538
678
$5.1M 0.02%
22,370
+2,227
679
$5.1M 0.02%
100,791
-14,850
680
$5.09M 0.02%
82,043
+17,618
681
$5.07M 0.02%
197,676
-3,994
682
$5.07M 0.02%
105,929
-587
683
$5.06M 0.02%
58,411
+4,319
684
$4.99M 0.02%
111,507
-7,507
685
$4.98M 0.02%
2,017
-525
686
$4.98M 0.02%
249,215
-4,510
687
$4.97M 0.02%
91,091
+9,633
688
$4.96M 0.02%
39,413
+3,451
689
$4.95M 0.02%
89,219
+4,529
690
$4.95M 0.02%
91,394
+10,642
691
$4.93M 0.02%
699,871
+110,648
692
$4.92M 0.02%
33,707
+523
693
$4.91M 0.02%
77,477
+5,126
694
$4.89M 0.02%
176,854
+91,374
695
$4.88M 0.02%
156,333
+4,363
696
$4.83M 0.02%
51,955
-13,369
697
$4.82M 0.02%
50,156
-3,042
698
$4.79M 0.02%
128,811
-7,782
699
$4.78M 0.02%
52,122
+2,874
700
$4.75M 0.02%
114,810
-15,532
26 27
28
29 30