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
701
$4.74M 0.02%
102,552
-1,610
702
$4.69M 0.02%
80,674
+9,385
703
$4.68M 0.02%
32,310
-722
704
$4.67M 0.02%
280,960
-5,264
705
$4.61M 0.02%
136,640
+10,305
706
$4.61M 0.02%
286,986
+13,337
707
$4.6M 0.02%
64,262
+8,490
708
$4.59M 0.02%
95,246
-1,434
709
$4.57M 0.02%
105,292
+26,994
710
$4.56M 0.02%
118,783
-1,845
711
$4.55M 0.02%
82,519
-9,394
712
$4.53M 0.02%
162,188
+17,012
713
$4.53M 0.02%
37,442
+4,418
714
$4.5M 0.02%
87,779
-1,486
715
$4.48M 0.02%
69,564
-8,371
716
$4.47M 0.02%
65,613
-40,121
717
$4.46M 0.02%
71,352
-1,049
718
$4.46M 0.02%
85,797
+6,542
719
$4.42M 0.02%
89,106
+23,818
720
$4.42M 0.02%
70,580
-1,899
721
$4.41M 0.02%
132,198
+2,627
722
$4.4M 0.02%
56,794
+1,010
723
$4.39M 0.02%
101,193
+5,815
724
$4.37M 0.02%
+202,196
725
$4.36M 0.02%
284,025
+46,053
27 28
29
30 31