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
1026
$2.18M 0.01%
258,500
-6,608
1027
$2.18M 0.01%
18,402
-666
1028
$2.17M 0.01%
102,695
+8,403
1029
$2.16M 0.01%
21,206
+275
1030
$2.15M 0.01%
21,897
+2,631
1031
$2.15M 0.01%
12,480
+104
1032
$2.14M 0.01%
32,954
+7,540
1033
$2.14M 0.01%
116,144
+12,501
1034
$2.14M 0.01%
33,686
+604
1035
$2.13M 0.01%
19,592
+3,979
1036
$2.13M 0.01%
42,910
-1,680
1037
$2.13M 0.01%
36,475
-1,476
1038
$2.12M 0.01%
16,277
+501
1039
$2.11M 0.01%
145,769
+9,914
1040
$2.11M 0.01%
39,436
-3,395
1041
$2.11M 0.01%
12,646
+204
1042
$2.1M 0.01%
2,413,291
+779,499
1043
$2.1M 0.01%
29,670
+1,785
1044
$2.08M 0.01%
13,258
+3,354
1045
$2.08M 0.01%
68,194
+3,259
1046
$2.08M 0.01%
23,290
+543
1047
$2.07M 0.01%
66,702
+17,417
1048
$2.06M 0.01%
62,519
+10,787
1049
$2.06M 0.01%
29,694
+5,894
1050
$2.06M 0.01%
102,330
+9,845
40 41
42
43 44