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
1226
$1.39M 0.01%
29,450
+810
1227
$1.39M 0.01%
1,550
-174
1228
$1.39M 0.01%
11,773
+192
1229
$1.39M 0.01%
9,997
-2,596
1230
$1.38M 0.01%
16,312
+1,982
1231
$1.38M 0.01%
3,403
-7
1232
$1.38M 0.01%
11,699
+1,142
1233
$1.38M 0.01%
20,145
-964
1234
$1.38M 0.01%
61,306
+1,066
1235
$1.38M 0.01%
31,765
+40
1236
$1.37M 0.01%
17,332
+825
1237
$1.37M 0.01%
17,640
-213
1238
$1.37M 0.01%
139,849
+9,898
1239
$1.36M 0.01%
52,369
-354
1240
$1.36M 0.01%
16,956
+5,640
1241
$1.36M 0.01%
20,948
+889
1242
$1.35M 0.01%
23,855
-43
1243
$1.35M 0.01%
136,393
-10,855
1244
$1.35M 0.01%
15,773
+1,564
1245
$1.34M 0.01%
17,273
+1,808
1246
$1.34M 0.01%
21,979
+1,213
1247
$1.34M 0.01%
215,927
-28
1248
$1.34M 0.01%
47,558
+11,494
1249
$1.34M 0.01%
26,842
+1,560
1250
$1.34M 0.01%
24,941
+961
48 49
50
51 52