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
901
$2.69M 0.01%
34,938
+1,508
902
$2.69M 0.01%
41,369
+9,570
903
$2.68M 0.01%
14,996
-3,064
904
$2.67M 0.01%
45,960
+1,752
905
$2.66M 0.01%
38,888
+1,427
906
$2.66M 0.01%
520,394
+6,625
907
$2.65M 0.01%
31,827
+14,347
908
$2.65M 0.01%
70,290
+586
909
$2.65M 0.01%
2,993
-178
910
$2.64M 0.01%
16,220
+454
911
$2.63M 0.01%
154,933
+1,587
912
$2.63M 0.01%
9,297
+11
913
$2.63M 0.01%
59,385
+28,424
914
$2.63M 0.01%
78,677
-794
915
$2.62M 0.01%
80,978
+5,211
916
$2.62M 0.01%
87,325
-16,175
917
$2.61M 0.01%
28,043
+17,807
918
$2.61M 0.01%
138,625
+6,959
919
$2.6M 0.01%
24,797
-4,224
920
$2.6M 0.01%
83,313
-4,522
921
$2.6M 0.01%
73,089
+2,430
922
$2.59M 0.01%
49,351
-39
923
$2.59M 0.01%
175,585
+7,576
924
$2.58M 0.01%
565,139
-92,102
925
$2.58M 0.01%
71,155
+12,566
35 36
37
38 39