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
1076
$1.95M 0.01%
90,986
-5,079
1077
$1.95M 0.01%
174,881
+993
1078
$1.94M 0.01%
154,737
+26,136
1079
$1.94M 0.01%
23,206
+667
1080
$1.94M 0.01%
32,614
-1,926
1081
$1.94M 0.01%
226,952
-67,671
1082
$1.93M 0.01%
100,099
+23,872
1083
$1.93M 0.01%
59,512
-11,191
1084
$1.93M 0.01%
48,821
+530
1085
$1.92M 0.01%
33,614
+126
1086
$1.92M 0.01%
20,513
+520
1087
$1.92M 0.01%
82,199
+10,433
1088
$1.92M 0.01%
21,997
+5
1089
$1.91M 0.01%
23,566
+222
1090
$1.89M 0.01%
32,298
-774
1091
$1.89M 0.01%
17,006
+1,393
1092
$1.88M 0.01%
125,021
+14,742
1093
$1.87M 0.01%
106,624
-17,149
1094
$1.85M 0.01%
10,384
-664
1095
$1.85M 0.01%
23,058
+996
1096
$1.84M 0.01%
71,451
-7,329
1097
$1.84M 0.01%
21,690
-226
1098
$1.83M 0.01%
54,866
+21,025
1099
$1.83M 0.01%
23,789
+5,875
1100
$1.81M 0.01%
8,031
-18
42 43
44
45 46