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
2301
-9,129
2302
-1,707
2303
-3,098
2304
-1,355
2305
-8,025
2306
-3,832
2307
-39,090
2308
-11,121
2309
-5,912
2310
-10,127
2311
-11,430
2312
-1,750
2313
-4,210
2314
-80,535
2315
-56,729
2316
-10,100
2317
-9,247
2318
-5,191
2319
-2,797
2320
-27,334
2321
-21,698
2322
-203,044
2323
-94,903
2324
-96,045
2325
-4,962