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
201
$25.5M 0.11%
722,695
+10,066
202
$25.5M 0.11%
661,664
+14,068
203
$25.4M 0.11%
135,466
-5,982
204
$25.4M 0.11%
151,763
+1,911
205
$25.3M 0.11%
143,170
+11,853
206
$25.2M 0.11%
354,060
-586
207
$24.8M 0.11%
353,299
+36,024
208
$24.7M 0.11%
190,103
+8,243
209
$24.6M 0.11%
110,453
-9,784
210
$24.4M 0.11%
134,728
+9,493
211
$24.3M 0.11%
364,213
+8,523
212
$24.1M 0.11%
156,636
+2,418
213
$23.9M 0.11%
203,210
+6,957
214
$23.9M 0.11%
127,061
+3,287
215
$23.8M 0.11%
351,647
+52,748
216
$23.7M 0.1%
471,305
-19,233
217
$23.6M 0.1%
1,000,482
+23,626
218
$23.4M 0.1%
260,263
+7,466
219
$23.3M 0.1%
499,564
-22,104
220
$23.3M 0.1%
528,055
+171,933
221
$23.2M 0.1%
469,892
+34,935
222
$23.2M 0.1%
1,429,555
+10,410
223
$23.2M 0.1%
4,832,453
+52,939
224
$23.1M 0.1%
280,109
+4,078
225
$22.9M 0.1%
106,339
-10,033
7 8
9
10 11