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
1126
$1.7M 0.01%
91,965
-1,088
1127
$1.69M 0.01%
32,445
-648
1128
$1.69M 0.01%
35,900
+1,361
1129
$1.69M 0.01%
26,429
-148
1130
$1.68M 0.01%
14,094
+1,369
1131
$1.68M 0.01%
16,676
+324
1132
$1.68M 0.01%
89,774
+14,051
1133
$1.67M 0.01%
89,327
-39,642
1134
$1.67M 0.01%
29,003
+11,824
1135
$1.66M 0.01%
87,895
+5,332
1136
$1.65M 0.01%
34,783
-648
1137
$1.65M 0.01%
46,214
-850
1138
$1.65M 0.01%
13,290
+1,645
1139
$1.64M 0.01%
37,577
+42
1140
$1.64M 0.01%
19,846
+732
1141
$1.63M 0.01%
30,854
-2,073
1142
$1.63M 0.01%
8,854
+674
1143
$1.63M 0.01%
37,198
-11
1144
$1.62M 0.01%
45,843
+2,060
1145
$1.62M 0.01%
24,259
+2,431
1146
$1.62M 0.01%
75,441
+9,206
1147
$1.61M 0.01%
21,348
-602
1148
$1.61M 0.01%
26,836
-48
1149
$1.61M 0.01%
31,630
+4,892
1150
$1.61M 0.01%
21,092
-1,141
44 45
46
47 48