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 18.86%
2 Financials 16.86%
3 Healthcare 14.01%
4 Consumer Discretionary 9.98%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$48.8M 0.22%
598,828
+57,134
102
$48.5M 0.21%
216,313
+2,071
103
$48.2M 0.21%
488,012
+11,006
104
$47.5M 0.21%
386,345
+16,741
105
$47.1M 0.21%
1,909,518
+53,301
106
$46.9M 0.21%
772,184
+35,572
107
$46.4M 0.2%
1,291,860
-41,363
108
$46.2M 0.2%
1,871,440
-23,790
109
$45.8M 0.2%
358,896
+2,608
110
$45.7M 0.2%
3,768,015
+93,550
111
$45M 0.2%
330,285
+1,595
112
$44.9M 0.2%
186,573
-4,570
113
$44.7M 0.2%
382,517
+8,614
114
$43.5M 0.19%
927,492
+77,108
115
$43.3M 0.19%
381,000
-1,191
116
$43.3M 0.19%
956,541
+26,386
117
$43M 0.19%
756,395
-48,574
118
$42.9M 0.19%
960,160
+152,734
119
$42.6M 0.19%
1,346,398
-124,272
120
$41.6M 0.18%
217,179
+3,264
121
$41.5M 0.18%
746,987
+2,425
122
$41.3M 0.18%
407,370
+3,808
123
$40.7M 0.18%
455,040
+24,872
124
$40.6M 0.18%
871,761
-2,218
125
$40M 0.18%
125,961
-7,296
3 4
5
6 7