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
1101
$1.8M 0.01%
31,718
+687
1102
$1.79M 0.01%
25,068
-405
1103
$1.79M 0.01%
12,537
+339
1104
$1.78M 0.01%
34,960
+711
1105
$1.77M 0.01%
34,918
-1,957
1106
$1.77M 0.01%
15,776
+1,566
1107
$1.77M 0.01%
28,898
-267
1108
$1.77M 0.01%
33,950
+870
1109
$1.75M 0.01%
12,766
-471
1110
$1.75M 0.01%
16,051
-213
1111
$1.75M 0.01%
7,734
-4
1112
$1.74M 0.01%
27,838
+941
1113
$1.74M 0.01%
27,122
+5,143
1114
$1.74M 0.01%
60,859
+603
1115
$1.74M 0.01%
170,145
-25,961
1116
$1.73M 0.01%
28,366
-7,719
1117
$1.73M 0.01%
18,344
+367
1118
$1.73M 0.01%
25,920
+1,719
1119
$1.73M 0.01%
48,091
+4,007
1120
$1.73M 0.01%
198,545
+1,780
1121
$1.73M 0.01%
81,353
-27
1122
$1.71M 0.01%
119,822
+2,289
1123
$1.71M 0.01%
65,745
+4,203
1124
$1.71M 0.01%
16,896
+984
1125
$1.7M 0.01%
11,293
+723
43 44
45
46 47