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
2026
$291K ﹤0.01%
+1,295
2027
$290K ﹤0.01%
+18,232
2028
$289K ﹤0.01%
12,720
+1,267
2029
$289K ﹤0.01%
5,976
-468
2030
$287K ﹤0.01%
3,978
-28
2031
$287K ﹤0.01%
8,048
-883
2032
$286K ﹤0.01%
7,456
-1,546
2033
$286K ﹤0.01%
8,685
-2,300
2034
$285K ﹤0.01%
16,620
-1,637
2035
$284K ﹤0.01%
7,542
+509
2036
$284K ﹤0.01%
35,536
+13,082
2037
$284K ﹤0.01%
28,221
+4,690
2038
$283K ﹤0.01%
25,948
-5,097
2039
$283K ﹤0.01%
50,310
-2,410
2040
$281K ﹤0.01%
12,941
+1,248
2041
$281K ﹤0.01%
511
+28
2042
$281K ﹤0.01%
10,297
+453
2043
$280K ﹤0.01%
3,574
-234
2044
$280K ﹤0.01%
23,712
-1,333
2045
$280K ﹤0.01%
22,553
-764
2046
$280K ﹤0.01%
10,592
+1,115
2047
$278K ﹤0.01%
8,230
+2,181
2048
$278K ﹤0.01%
13,329
-382
2049
$278K ﹤0.01%
19,357
+319
2050
$278K ﹤0.01%
25,444
+616
80 81
82
83 84