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 18.86%
2 Financials 16.86%
3 Healthcare 14.01%
4 Consumer Discretionary 9.98%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$58.5M 0.26%
549,234
+10,078
77
$58.2M 0.26%
468,090
-51,157
78
$57.6M 0.25%
1,375,561
-150,222
79
$57.6M 0.25%
928,404
+83,708
80
$57.3M 0.25%
652,794
+27,428
81
$56.6M 0.25%
160,338
+8,256
82
$56.5M 0.25%
221,759
+7,476
83
$54.9M 0.24%
411,037
-39,587
84
$54.8M 0.24%
576,650
+24,131
85
$54.3M 0.24%
842,664
+75,887
86
$54M 0.24%
1,734,905
+228,460
87
$53.2M 0.23%
409,799
-13,729
88
$53.1M 0.23%
674,073
+45,859
89
$52.6M 0.23%
679,335
+73,701
90
$52.5M 0.23%
533,216
+37,530
91
$51.5M 0.23%
226,688
+7,969
92
$51.3M 0.23%
2,177,004
+68,176
93
$50.9M 0.22%
5,004,543
+725,523
94
$50.7M 0.22%
149,782
+2,467
95
$50.7M 0.22%
332,239
+6,472
96
$50.6M 0.22%
702,205
+53,164
97
$50.4M 0.22%
1,133,579
+43,642
98
$50M 0.22%
1,662,045
+231,580
99
$49.8M 0.22%
835,072
-5,011
100
$49.6M 0.22%
384,002
+43,865
2 3
4
5 6