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
1401
$1.02M ﹤0.01%
11,367
+70
1402
$1.02M ﹤0.01%
54,148
+10,690
1403
$1.01M ﹤0.01%
16,095
-901
1404
$1.01M ﹤0.01%
26,630
+6,798
1405
$1.01M ﹤0.01%
60,882
-10,658
1406
$1.01M ﹤0.01%
30,902
-649
1407
$1.01M ﹤0.01%
52,552
+17,817
1408
$1M ﹤0.01%
17,363
-1,291
1409
$1M ﹤0.01%
43,217
-623
1410
$1M ﹤0.01%
15,706
-108
1411
$997K ﹤0.01%
9,381
-252
1412
$991K ﹤0.01%
18,276
-996
1413
$990K ﹤0.01%
17,743
+1,589
1414
$990K ﹤0.01%
53,807
-69,233
1415
$990K ﹤0.01%
39,302
-3,708
1416
$989K ﹤0.01%
18,511
-524
1417
$988K ﹤0.01%
31,801
+6,240
1418
$984K ﹤0.01%
44,114
+2,271
1419
$984K ﹤0.01%
5,669
+238
1420
$981K ﹤0.01%
17,228
+1,452
1421
$981K ﹤0.01%
30,522
-6,430
1422
$977K ﹤0.01%
12,216
+269
1423
$975K ﹤0.01%
47,177
+1,758
1424
$973K ﹤0.01%
47,437
+4,877
1425
$973K ﹤0.01%
29,645
+290
55 56
57
58 59