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
151
$33.9M 0.15%
789,336
+53,636
152
$33.8M 0.15%
356,324
+7,622
153
$33.5M 0.15%
171,706
+1,940
154
$33.5M 0.15%
236,233
+6,325
155
$32.8M 0.14%
427,702
+9,289
156
$32.4M 0.14%
179,652
+5,741
157
$32.3M 0.14%
418,516
+9,451
158
$32M 0.14%
199,155
+1,699
159
$31.9M 0.14%
635,849
+1,281
160
$31.7M 0.14%
1,125,339
+168,144
161
$31.7M 0.14%
675,276
-3,855
162
$31.6M 0.14%
96,963
+11,728
163
$31.4M 0.14%
137,230
-9,694
164
$31.2M 0.14%
224,614
+15,680
165
$31.2M 0.14%
633,970
+14,151
166
$31.1M 0.14%
510,029
-108,817
167
$30.8M 0.14%
375,013
-863
168
$30.8M 0.14%
340,699
+1,481
169
$30.3M 0.13%
416,263
+37,443
170
$30M 0.13%
197,919
-1,290
171
$29.5M 0.13%
4,763,009
+539,835
172
$29.2M 0.13%
331,682
+7,985
173
$29.1M 0.13%
429,442
+23,781
174
$29M 0.13%
361,987
+27,620
175
$28.8M 0.13%
253,447
+2,680
5 6
7
8 9