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
1326
$1.16M 0.01%
93,151
+19,370
1327
$1.16M 0.01%
18,900
+1,722
1328
$1.16M 0.01%
8,447
+4,984
1329
$1.16M 0.01%
39,684
-3,285
1330
$1.16M 0.01%
15,472
+6,165
1331
$1.15M 0.01%
23,258
+954
1332
$1.15M 0.01%
9,590
+400
1333
$1.14M 0.01%
29,509
+7,248
1334
$1.14M 0.01%
72,692
+717
1335
$1.14M 0.01%
17,335
-491
1336
$1.13M 0.01%
26,888
+7,026
1337
$1.13M 0.01%
50,044
+3,485
1338
$1.13M 0.01%
5,713
-133
1339
$1.13M 0.01%
45,866
+921
1340
$1.12M 0.01%
54,429
-55,076
1341
$1.12M 0.01%
90,631
+4,669
1342
$1.12M 0.01%
13,584
-326
1343
$1.12M ﹤0.01%
16,711
-199
1344
$1.12M ﹤0.01%
449,550
+72,529
1345
$1.12M ﹤0.01%
22,697
+983
1346
$1.12M ﹤0.01%
16,512
+2,496
1347
$1.12M ﹤0.01%
98,538
+3,609
1348
$1.12M ﹤0.01%
63,977
+6,939
1349
$1.11M ﹤0.01%
20,357
+1,993
1350
$1.11M ﹤0.01%
40,479
+357
52 53
54
55 56