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
1051
$2.06M 0.01%
80,015
-292
1052
$2.05M 0.01%
23,407
+2,695
1053
$2.05M 0.01%
6,409
-729
1054
$2.04M 0.01%
25,966
+1,213
1055
$2.04M 0.01%
52,168
+616
1056
$2.03M 0.01%
12,999
-364
1057
$2.02M 0.01%
13,748
+209
1058
$2.02M 0.01%
24,365
+33
1059
$2.02M 0.01%
130,296
+56,111
1060
$2.01M 0.01%
64,740
-23,919
1061
$2.01M 0.01%
140,549
-1,947
1062
$2M 0.01%
17,446
+5,579
1063
$2M 0.01%
44,635
-3,539
1064
$1.99M 0.01%
96,066
-30,113
1065
$1.99M 0.01%
51,574
+6,573
1066
$1.98M 0.01%
29,504
+2,785
1067
$1.98M 0.01%
35,369
+1,047
1068
$1.98M 0.01%
27,566
+679
1069
$1.98M 0.01%
37,914
-1,113
1070
$1.97M 0.01%
27,604
+417
1071
$1.97M 0.01%
30,696
+1,991
1072
$1.97M 0.01%
62,234
-1,342
1073
$1.96M 0.01%
11,656
+587
1074
$1.96M 0.01%
99,166
-4,711
1075
$1.96M 0.01%
48,764
-3,680
41 42
43
44 45