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
876
$2.84M 0.01%
41,590
-514
877
$2.84M 0.01%
14,129
+440
878
$2.83M 0.01%
104,030
+17,415
879
$2.82M 0.01%
103,950
+6,843
880
$2.82M 0.01%
1,043,346
+616,245
881
$2.81M 0.01%
97,581
+1,516
882
$2.81M 0.01%
45,310
+4,198
883
$2.81M 0.01%
130,618
-3,235
884
$2.79M 0.01%
72,527
+1,817
885
$2.77M 0.01%
45,600
+1,657
886
$2.77M 0.01%
57,651
+4,713
887
$2.76M 0.01%
10,073
+350
888
$2.76M 0.01%
28,758
+1,231
889
$2.76M 0.01%
78,107
-1,951
890
$2.76M 0.01%
23,208
-7,644
891
$2.73M 0.01%
38,368
+902
892
$2.73M 0.01%
59,863
+3,937
893
$2.72M 0.01%
117,594
+49,369
894
$2.71M 0.01%
33,307
+10,973
895
$2.71M 0.01%
19,519
+652
896
$2.71M 0.01%
157,580
+72,459
897
$2.7M 0.01%
23,338
+1,268
898
$2.7M 0.01%
54,685
-1,127
899
$2.7M 0.01%
56,004
+2,578
900
$2.69M 0.01%
58,358
+681
34 35
36
37 38