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
951
$2.49M 0.01%
41,635
-317
952
$2.49M 0.01%
23,084
+65
953
$2.48M 0.01%
8,949
+1,747
954
$2.47M 0.01%
44,515
+2,319
955
$2.47M 0.01%
43,306
-15,871
956
$2.47M 0.01%
105,412
+114
957
$2.47M 0.01%
52,869
-3,808
958
$2.43M 0.01%
84,526
+17,938
959
$2.43M 0.01%
1,153,588
+70,010
960
$2.43M 0.01%
405,134
+44,743
961
$2.43M 0.01%
142,049
+27,594
962
$2.42M 0.01%
101,963
+3,119
963
$2.42M 0.01%
19,402
-1,980
964
$2.42M 0.01%
72,748
+1,903
965
$2.41M 0.01%
153,441
-8,354
966
$2.4M 0.01%
18,608
+1,729
967
$2.4M 0.01%
30,346
-2,761
968
$2.4M 0.01%
28,577
-199
969
$2.4M 0.01%
33,743
+2,823
970
$2.4M 0.01%
66,546
+95
971
$2.39M 0.01%
43,218
-1,616
972
$2.39M 0.01%
58,041
-740
973
$2.39M 0.01%
38,870
-246
974
$2.39M 0.01%
97,533
+12,942
975
$2.39M 0.01%
495,062
+199,047
37 38
39
40 41