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
801
$3.56M 0.02%
91,643
-17,557
802
$3.56M 0.02%
120,399
-12,817
803
$3.56M 0.02%
59,341
-8,554
804
$3.54M 0.02%
303,040
-4,987
805
$3.52M 0.02%
166,315
-38,033
806
$3.52M 0.02%
76,889
-4,494
807
$3.51M 0.02%
46,865
+1,794
808
$3.51M 0.02%
451,919
+80,865
809
$3.5M 0.02%
177,318
+58,890
810
$3.49M 0.02%
59,291
+1,252
811
$3.48M 0.02%
28,837
+339
812
$3.45M 0.02%
47,944
-1,394
813
$3.43M 0.02%
78,958
+10,411
814
$3.42M 0.02%
13,975
+348
815
$3.42M 0.02%
121,459
+1,478
816
$3.42M 0.02%
25,406
-476
817
$3.4M 0.02%
53,842
-2,465
818
$3.4M 0.02%
94,002
+179
819
$3.39M 0.02%
70,226
-1,730
820
$3.38M 0.01%
60,927
-17,371
821
$3.37M 0.01%
53,497
+240
822
$3.37M 0.01%
43,818
-840
823
$3.32M 0.01%
386,762
+87,994
824
$3.31M 0.01%
36,540
+1,640
825
$3.31M 0.01%
22,234
+360
31 32
33
34 35