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
1276
$1.26M 0.01%
86,780
+10,334
1277
$1.26M 0.01%
20,026
-880
1278
$1.25M 0.01%
33,194
-398
1279
$1.25M 0.01%
35,644
+1,748
1280
$1.25M 0.01%
39,860
-308
1281
$1.25M 0.01%
29,045
+652
1282
$1.24M 0.01%
42,483
+8,540
1283
$1.24M 0.01%
3,183
-269
1284
$1.24M 0.01%
18,792
-1,733
1285
$1.24M 0.01%
79,438
-2,804
1286
$1.24M 0.01%
30,788
-1,333
1287
$1.23M 0.01%
64,099
+2,145
1288
$1.23M 0.01%
14,185
-5,908
1289
$1.23M 0.01%
11,534
+1,101
1290
$1.23M 0.01%
32,658
+11,664
1291
$1.23M 0.01%
7,594
+2,672
1292
$1.22M 0.01%
16,222
+1,852
1293
$1.22M 0.01%
270,449
+16,544
1294
$1.21M 0.01%
6,000
+23
1295
$1.21M 0.01%
27,913
+1,337
1296
$1.21M 0.01%
9,527
+109
1297
$1.21M 0.01%
35,383
+2,646
1298
$1.21M 0.01%
15,442
+2,174
1299
$1.21M 0.01%
45,228
+9,604
1300
$1.21M 0.01%
49,578
+8,368
50 51
52
53 54