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
776
$3.87M 0.02%
66,844
+21
777
$3.86M 0.02%
107,848
+9,252
778
$3.84M 0.02%
55,437
+395
779
$3.79M 0.02%
120,896
-2,921
780
$3.77M 0.02%
54,449
+1,889
781
$3.76M 0.02%
30,571
+1,866
782
$3.75M 0.02%
180,165
-7,605
783
$3.74M 0.02%
221,621
+73,058
784
$3.74M 0.02%
56,670
-188
785
$3.73M 0.02%
104,955
+552
786
$3.73M 0.02%
94,648
-2,948
787
$3.73M 0.02%
131,313
+3,272
788
$3.71M 0.02%
154,372
-2,151
789
$3.71M 0.02%
45,596
-655
790
$3.71M 0.02%
78,933
-3,769
791
$3.7M 0.02%
53,616
+256
792
$3.7M 0.02%
38,566
-7,074
793
$3.7M 0.02%
164,316
-7,354
794
$3.69M 0.02%
154,505
-10,084
795
$3.69M 0.02%
33,830
+4,703
796
$3.67M 0.02%
106,389
+4,460
797
$3.67M 0.02%
90,941
-1,770
798
$3.63M 0.02%
24,645
-4,859
799
$3.58M 0.02%
87,436
+6,493
800
$3.57M 0.02%
25,332
-1,900
30 31
32
33 34