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
2001
$306K ﹤0.01%
5,407
-392
2002
$306K ﹤0.01%
138,883
+28,769
2003
$305K ﹤0.01%
16,777
+1,134
2004
$304K ﹤0.01%
26,497
-9,752
2005
$304K ﹤0.01%
10,688
+644
2006
$304K ﹤0.01%
18,817
2007
$304K ﹤0.01%
5,927
+1,083
2008
$303K ﹤0.01%
48
-6
2009
$303K ﹤0.01%
+24,590
2010
$302K ﹤0.01%
12,756
+572
2011
$302K ﹤0.01%
+33,676
2012
$302K ﹤0.01%
9,410
+993
2013
$302K ﹤0.01%
10,548
+2,808
2014
$301K ﹤0.01%
7,883
+284
2015
$300K ﹤0.01%
17,687
+1,216
2016
$300K ﹤0.01%
9,006
+2,213
2017
$299K ﹤0.01%
9,896
+206
2018
$298K ﹤0.01%
15,638
-1,422
2019
$297K ﹤0.01%
4,957
+690
2020
$296K ﹤0.01%
112,521
-110,796
2021
$294K ﹤0.01%
6,611
+93
2022
$293K ﹤0.01%
3,794
-94
2023
$293K ﹤0.01%
8,318
-35
2024
$292K ﹤0.01%
+5,568
2025
$292K ﹤0.01%
16,105
-7,061
79 80
81
82 83