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
126
$39.9M 0.18%
1,009,314
+43,540
127
$39.8M 0.18%
274,224
+8,610
128
$39.8M 0.18%
903,784
-17,910
129
$39.6M 0.17%
198,432
+8,382
130
$39.2M 0.17%
347,854
+11,271
131
$38.9M 0.17%
189,780
+2,321
132
$38.8M 0.17%
235,250
-8,250
133
$38.2M 0.17%
214,854
-2,742
134
$38.1M 0.17%
816,148
+240,989
135
$38M 0.17%
182,398
-585
136
$37.8M 0.17%
222,296
+5,930
137
$37.3M 0.16%
79,195
-1,434
138
$37M 0.16%
1,437,238
+63,186
139
$37M 0.16%
4,602,539
+386,497
140
$36.7M 0.16%
416,364
+11,390
141
$36.7M 0.16%
547,977
+31,588
142
$35.9M 0.16%
490,239
+15,825
143
$35.5M 0.16%
251,433
-4,777
144
$35.3M 0.16%
760,995
+32,489
145
$34.6M 0.15%
753,259
+58,123
146
$34.6M 0.15%
220,561
+10,122
147
$34.5M 0.15%
418,639
+13,866
148
$34.5M 0.15%
397,900
+29,690
149
$34.3M 0.15%
777,297
-70
150
$34.1M 0.15%
806,758
+62,422
4 5
6
7 8