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
176
$28.6M 0.13%
727,145
+213,202
177
$28.6M 0.13%
96,628
+3,554
178
$28.6M 0.13%
216,728
+5,964
179
$28.4M 0.13%
149,317
+35,365
180
$28.3M 0.12%
309,152
+19,282
181
$28.1M 0.12%
551,757
-29,957
182
$27.9M 0.12%
394,197
+22,048
183
$27.8M 0.12%
846,927
-161,848
184
$27.5M 0.12%
182,687
+2,961
185
$27.3M 0.12%
187,775
-22,480
186
$26.8M 0.12%
508,159
+7,505
187
$26.8M 0.12%
524,844
+19,440
188
$26.8M 0.12%
185,063
-1,512
189
$26.6M 0.12%
74,557
+4,651
190
$26.3M 0.12%
780,142
-166,613
191
$26.1M 0.12%
541,016
+38,090
192
$26.1M 0.12%
482,376
-179,920
193
$26.1M 0.11%
834,096
+391,506
194
$26M 0.11%
894,197
+237,440
195
$26M 0.11%
10,064,604
-682,710
196
$26M 0.11%
1,591,785
+157,156
197
$25.9M 0.11%
1,480,964
+43,497
198
$25.7M 0.11%
321,752
+11,814
199
$25.6M 0.11%
1,225,114
+283,420
200
$25.5M 0.11%
306,856
+20,346
6 7
8
9 10