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 18.86%
2 Financials 16.86%
3 Healthcare 14.01%
4 Consumer Discretionary 9.98%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$79.9M 0.35%
1,173,076
+11,135
52
$79.1M 0.35%
336,873
+8,447
53
$79.1M 0.35%
1,077,750
+31,919
54
$78.5M 0.35%
286,443
+811
55
$77.4M 0.34%
1,645,199
-70,629
56
$77.4M 0.34%
1,581,980
+206,387
57
$73.6M 0.32%
567,348
+8,487
58
$70.9M 0.31%
1,342,794
+39,029
59
$69.2M 0.31%
1,146,689
+76,229
60
$68.7M 0.3%
475,122
+39,113
61
$68.6M 0.3%
431,217
+23,288
62
$67.4M 0.3%
332,143
+11,493
63
$66.5M 0.29%
872,691
+53,551
64
$64.3M 0.28%
426,862
+3,750
65
$64.2M 0.28%
310,876
+6,416
66
$63.7M 0.28%
660,923
-1,622
67
$63.4M 0.28%
551,764
+15,415
68
$63.3M 0.28%
719,439
+19,461
69
$62.7M 0.28%
812,986
+4,260
70
$62.4M 0.28%
180,500
+6,607
71
$62.2M 0.27%
579,608
+19,269
72
$61M 0.27%
790,091
+59,662
73
$60.3M 0.27%
914,339
-31,872
74
$59.7M 0.26%
30,115
-930
75
$58.6M 0.26%
730,427
+34,469
1 2
3
4 5