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
1301
$1.21M 0.01%
13,989
+385
1302
$1.2M 0.01%
46,468
-10,659
1303
$1.2M 0.01%
12,363
+248
1304
$1.2M 0.01%
46,274
-2,777
1305
$1.2M 0.01%
36,169
+2,302
1306
$1.19M 0.01%
54,502
+7,253
1307
$1.19M 0.01%
9,085
+226
1308
$1.19M 0.01%
61,630
+1,429
1309
$1.19M 0.01%
41,606
+716
1310
$1.18M 0.01%
23,020
+3,588
1311
$1.18M 0.01%
14,994
+404
1312
$1.18M 0.01%
1,703
+325
1313
$1.18M 0.01%
36,811
+2,077
1314
$1.18M 0.01%
10,718
+3,143
1315
$1.18M 0.01%
13,846
-1,328
1316
$1.18M 0.01%
7,993
+1,647
1317
$1.18M 0.01%
27,602
+982
1318
$1.18M 0.01%
92,526
+10,225
1319
$1.17M 0.01%
16,066
+2,671
1320
$1.17M 0.01%
17,154
-1,210
1321
$1.17M 0.01%
24,650
+316
1322
$1.16M 0.01%
12,639
-212
1323
$1.16M 0.01%
23,764
-1,363
1324
$1.16M 0.01%
19,284
+751
1325
$1.16M 0.01%
42,122
-7,487
51 52
53
54 55