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
1151
$1.61M 0.01%
33,093
+350
1152
$1.6M 0.01%
46,143
+10,429
1153
$1.59M 0.01%
9,831
+454
1154
$1.58M 0.01%
50,268
+2,277
1155
$1.58M 0.01%
35,077
-51
1156
$1.58M 0.01%
16,863
-594
1157
$1.57M 0.01%
30,398
-10,850
1158
$1.57M 0.01%
74,022
-1,872
1159
$1.57M 0.01%
36,092
+261
1160
$1.56M 0.01%
48,352
+15,100
1161
$1.56M 0.01%
13,810
+1,412
1162
$1.56M 0.01%
47,067
-614
1163
$1.56M 0.01%
41,124
+1,354
1164
$1.56M 0.01%
4,571
+1,367
1165
$1.56M 0.01%
161,382
+8,454
1166
$1.55M 0.01%
47,550
-2,064
1167
$1.55M 0.01%
65,421
+18,035
1168
$1.55M 0.01%
53,796
+1,398
1169
$1.54M 0.01%
18,229
+13,799
1170
$1.53M 0.01%
82,857
+4,316
1171
$1.53M 0.01%
37,475
+1,243
1172
$1.53M 0.01%
32,579
+2,582
1173
$1.53M 0.01%
33,563
+2,185
1174
$1.53M 0.01%
114,630
+32,305
1175
$1.52M 0.01%
25,173
-15,019
45 46
47
48 49