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
1976
$322K ﹤0.01%
1,946
-246
1977
$322K ﹤0.01%
20,543
-1,486
1978
$322K ﹤0.01%
2,282
+215
1979
$322K ﹤0.01%
11,360
-2,105
1980
$322K ﹤0.01%
11,723
+3,161
1981
$321K ﹤0.01%
11,848
-1,005
1982
$320K ﹤0.01%
7,640
-26
1983
$315K ﹤0.01%
29,417
+16,623
1984
$315K ﹤0.01%
4,694
-265
1985
$315K ﹤0.01%
7,276
+190
1986
$314K ﹤0.01%
17,583
+5,754
1987
$314K ﹤0.01%
35,158
+3,875
1988
$313K ﹤0.01%
154
+90
1989
$312K ﹤0.01%
8,690
+17
1990
$312K ﹤0.01%
12,549
+3,549
1991
$312K ﹤0.01%
12,103
+382
1992
$311K ﹤0.01%
15,228
+3,550
1993
$311K ﹤0.01%
8,977
-1,371
1994
$311K ﹤0.01%
57,436
+18,046
1995
$310K ﹤0.01%
6,131
-2,174
1996
$310K ﹤0.01%
8,362
+231
1997
$309K ﹤0.01%
52,373
-9,066
1998
$309K ﹤0.01%
17,294
-5,088
1999
$307K ﹤0.01%
3,263
-181
2000
$307K ﹤0.01%
47,355
-59,722
78 79
80
81 82