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
2326
-19,702
2327
-209,157
2328
-134,153
2329
-10,124
2330
-184,756
2331
-3,069
2332
-227,569
2333
-90,330
2334
-8,736
2335
-2,570,485
2336
-26,660