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
926
$2.58M 0.01%
21,143
+694
927
$2.57M 0.01%
130,877
-7,511
928
$2.57M 0.01%
95,116
-6,220
929
$2.57M 0.01%
64,978
+16,446
930
$2.56M 0.01%
47,075
-695
931
$2.56M 0.01%
11,219
-342
932
$2.56M 0.01%
94,449
+315
933
$2.56M 0.01%
141,392
-42,306
934
$2.55M 0.01%
423,051
+84,347
935
$2.55M 0.01%
14,429
+347
936
$2.55M 0.01%
40,200
+786
937
$2.55M 0.01%
32,538
-694
938
$2.55M 0.01%
11,387
-490
939
$2.54M 0.01%
34,518
+9,492
940
$2.54M 0.01%
24,283
-492
941
$2.53M 0.01%
28,435
+597
942
$2.52M 0.01%
324,823
+34,375
943
$2.52M 0.01%
20,016
-396
944
$2.51M 0.01%
102,479
+1,508
945
$2.5M 0.01%
56,508
+4,938
946
$2.5M 0.01%
54,562
-1,183
947
$2.5M 0.01%
40,612
+1,021
948
$2.5M 0.01%
182,720
+9,905
949
$2.49M 0.01%
28,293
-1,237
950
$2.49M 0.01%
18,108
-111
36 37
38
39 40