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
826
$3.3M 0.01%
202,893
-9,767
827
$3.29M 0.01%
35,490
+676
828
$3.28M 0.01%
27,843
+201
829
$3.28M 0.01%
53,541
-4,580
830
$3.26M 0.01%
27,021
-1,336
831
$3.25M 0.01%
48,538
+2,521
832
$3.25M 0.01%
312,169
+58,519
833
$3.23M 0.01%
26,211
-407
834
$3.23M 0.01%
111,849
+8,637
835
$3.21M 0.01%
491,655
+37,947
836
$3.2M 0.01%
352,000
+20,950
837
$3.19M 0.01%
20,094
+862
838
$3.18M 0.01%
25,336
+1,458
839
$3.17M 0.01%
59,395
-3,160
840
$3.16M 0.01%
89,688
+4,569
841
$3.15M 0.01%
12,748
+975
842
$3.14M 0.01%
42,961
+7,471
843
$3.14M 0.01%
752,004
+311,014
844
$3.12M 0.01%
113,149
+223
845
$3.12M 0.01%
44,120
-7,060
846
$3.12M 0.01%
44,892
+15,922
847
$3.1M 0.01%
45,155
-17,818
848
$3.09M 0.01%
42,039
+2,104
849
$3.08M 0.01%
65,438
-5,395
850
$3.08M 0.01%
523,044
+20,433
32 33
34
35 36