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
1176
$1.51M 0.01%
44,319
-3,648
1177
$1.51M 0.01%
126,636
+2,190
1178
$1.51M 0.01%
93,635
-1,451
1179
$1.51M 0.01%
19,650
-513
1180
$1.51M 0.01%
50,677
-1,305
1181
$1.51M 0.01%
23,397
+440
1182
$1.5M 0.01%
11,578
+391
1183
$1.5M 0.01%
52,660
-629
1184
$1.5M 0.01%
18,038
-357
1185
$1.49M 0.01%
11,173
+1,300
1186
$1.49M 0.01%
375
+6
1187
$1.49M 0.01%
62,638
+2,696
1188
$1.49M 0.01%
13,335
+7,947
1189
$1.49M 0.01%
13,790
-256
1190
$1.49M 0.01%
13,242
+914
1191
$1.48M 0.01%
26,059
-147
1192
$1.48M 0.01%
64,697
+13,898
1193
$1.48M 0.01%
64,537
-8,330
1194
$1.48M 0.01%
49,899
+537
1195
$1.47M 0.01%
17,899
-626
1196
$1.46M 0.01%
31,933
+1,110
1197
$1.45M 0.01%
15,036
+2,033
1198
$1.45M 0.01%
46,238
+1,115
1199
$1.45M 0.01%
102,977
+6,435
1200
$1.45M 0.01%
32,963
+1,412
46 47
48
49 50