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
851
$3.07M 0.01%
28,908
+1,487
852
$3.05M 0.01%
24,147
-123
853
$3.05M 0.01%
76,320
-2,771
854
$3.04M 0.01%
152,936
+18,852
855
$3.04M 0.01%
12,433
+518
856
$3.03M 0.01%
132,293
-19,839
857
$3.01M 0.01%
175,987
-5,099
858
$3.01M 0.01%
88,681
-3,273
859
$3M 0.01%
162,450
+16,310
860
$2.99M 0.01%
31,129
+9,047
861
$2.98M 0.01%
43,546
-237
862
$2.96M 0.01%
24,904
-130
863
$2.95M 0.01%
45,782
+3,975
864
$2.95M 0.01%
82,469
+12,123
865
$2.94M 0.01%
26,822
-2,763
866
$2.94M 0.01%
49,817
-910
867
$2.91M 0.01%
289,703
+26,432
868
$2.89M 0.01%
56,818
+2,991
869
$2.88M 0.01%
25,139
+2,295
870
$2.87M 0.01%
52,550
-1,925
871
$2.87M 0.01%
4,397
-38
872
$2.87M 0.01%
44,355
+1,015
873
$2.86M 0.01%
61,197
+7,180
874
$2.86M 0.01%
59,997
-1,371
875
$2.85M 0.01%
212,216
-55,117
33 34
35
36 37