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
976
$2.38M 0.01%
79,937
-2,022
977
$2.38M 0.01%
2,210
+27
978
$2.38M 0.01%
77,324
+5,729
979
$2.38M 0.01%
23,407
-375
980
$2.37M 0.01%
42,672
+44
981
$2.37M 0.01%
31,532
-856
982
$2.36M 0.01%
18,533
+1,798
983
$2.36M 0.01%
25,026
-1,240
984
$2.36M 0.01%
146,000
+1,237
985
$2.35M 0.01%
71,713
+429
986
$2.33M 0.01%
33,849
+372
987
$2.33M 0.01%
57,688
+2,690
988
$2.32M 0.01%
109,333
-391
989
$2.32M 0.01%
18,559
+480
990
$2.31M 0.01%
130,319
+7,868
991
$2.31M 0.01%
133,834
-3,386
992
$2.31M 0.01%
2,527
-153
993
$2.31M 0.01%
42,155
+2,156
994
$2.3M 0.01%
497,306
+62,432
995
$2.3M 0.01%
65,218
+4,479
996
$2.29M 0.01%
30,488
-207
997
$2.29M 0.01%
52,231
+609
998
$2.29M 0.01%
398,866
-46,967
999
$2.29M 0.01%
36,424
-3,919
1000
$2.29M 0.01%
52,165
+27,223
38 39
40
41 42