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
1351
$1.11M ﹤0.01%
21,212
+702
1352
$1.11M ﹤0.01%
11,239
-1,643
1353
$1.11M ﹤0.01%
145,526
+11,051
1354
$1.11M ﹤0.01%
36,331
-25,078
1355
$1.1M ﹤0.01%
156,697
+13,757
1356
$1.1M ﹤0.01%
23,259
-794
1357
$1.1M ﹤0.01%
42,153
+733
1358
$1.09M ﹤0.01%
29,019
+105
1359
$1.09M ﹤0.01%
32,192
-268
1360
$1.09M ﹤0.01%
36,590
+114
1361
$1.08M ﹤0.01%
+51,852
1362
$1.08M ﹤0.01%
11,662
-563
1363
$1.08M ﹤0.01%
18,328
-4,377
1364
$1.08M ﹤0.01%
27,426
-6,644
1365
$1.08M ﹤0.01%
51,711
+1,170
1366
$1.08M ﹤0.01%
23,509
+1,264
1367
$1.07M ﹤0.01%
19,725
-63
1368
$1.07M ﹤0.01%
35,328
+233
1369
$1.07M ﹤0.01%
15,201
+340
1370
$1.07M ﹤0.01%
53,534
-2,044
1371
$1.07M ﹤0.01%
39,278
+63
1372
$1.06M ﹤0.01%
93,446
+201
1373
$1.06M ﹤0.01%
50,223
+527
1374
$1.06M ﹤0.01%
25,562
+2,158
1375
$1.06M ﹤0.01%
32,811
+2,294
53 54
55
56 57