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
1376
$1.05M ﹤0.01%
9,377
+1,740
1377
$1.05M ﹤0.01%
15,993
+822
1378
$1.05M ﹤0.01%
28,218
+3,862
1379
$1.05M ﹤0.01%
29,500
+1,620
1380
$1.05M ﹤0.01%
16,307
+497
1381
$1.05M ﹤0.01%
67,595
+1,876
1382
$1.05M ﹤0.01%
23,389
-531
1383
$1.05M ﹤0.01%
24,907
+4,153
1384
$1.05M ﹤0.01%
15,607
+741
1385
$1.05M ﹤0.01%
19,499
+4,787
1386
$1.05M ﹤0.01%
25,664
+782
1387
$1.05M ﹤0.01%
80,272
+8,817
1388
$1.05M ﹤0.01%
10,167
+820
1389
$1.04M ﹤0.01%
23,664
+324
1390
$1.04M ﹤0.01%
12,950
-373
1391
$1.04M ﹤0.01%
49,957
+976
1392
$1.04M ﹤0.01%
64,283
+2,216
1393
$1.04M ﹤0.01%
104,981
+4,204
1394
$1.03M ﹤0.01%
84,800
+8,944
1395
$1.03M ﹤0.01%
30,223
-2,253
1396
$1.03M ﹤0.01%
10,007
+389
1397
$1.02M ﹤0.01%
86,727
-4,190
1398
$1.02M ﹤0.01%
33,351
-5,376
1399
$1.02M ﹤0.01%
37,847
-413
1400
$1.02M ﹤0.01%
43,380
+15,328
54 55
56
57 58