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
1201
$1.45M 0.01%
33,187
+5,139
1202
$1.43M 0.01%
67,488
-494
1203
$1.43M 0.01%
11,963
+4,541
1204
$1.43M 0.01%
17,919
+1,188
1205
$1.42M 0.01%
80,400
-62,102
1206
$1.42M 0.01%
61,717
+12,031
1207
$1.42M 0.01%
26,313
-70
1208
$1.42M 0.01%
55,321
+2,440
1209
$1.42M 0.01%
17,856
+646
1210
$1.42M 0.01%
150,712
+43,565
1211
$1.41M 0.01%
43,843
+7,122
1212
$1.41M 0.01%
8,212
+645
1213
$1.41M 0.01%
76,672
+5,623
1214
$1.41M 0.01%
53,355
+2,069
1215
$1.41M 0.01%
25,414
+3,378
1216
$1.41M 0.01%
19,462
+1,721
1217
$1.4M 0.01%
20,117
-243
1218
$1.4M 0.01%
198,127
+143,361
1219
$1.4M 0.01%
66,170
+9,329
1220
$1.4M 0.01%
17,904
+1,181
1221
$1.4M 0.01%
11,873
+1,502
1222
$1.4M 0.01%
40,579
-3,976
1223
$1.4M 0.01%
15,026
+3,060
1224
$1.4M 0.01%
30,327
+5,037
1225
$1.4M 0.01%
35,548
+72
47 48
49
50 51