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
1426
$969K ﹤0.01%
18,241
-27
1427
$964K ﹤0.01%
23,192
+7,844
1428
$960K ﹤0.01%
508
-55
1429
$960K ﹤0.01%
16,356
-1,862
1430
$957K ﹤0.01%
25,983
+850
1431
$957K ﹤0.01%
19,715
+196
1432
$955K ﹤0.01%
7,471
-540
1433
$953K ﹤0.01%
81,703
+2,016
1434
$952K ﹤0.01%
32,883
-2,276
1435
$949K ﹤0.01%
15,823
-974
1436
$947K ﹤0.01%
35,625
+206
1437
$947K ﹤0.01%
18,553
+257
1438
$946K ﹤0.01%
10,873
+377
1439
$946K ﹤0.01%
42,989
-6,160
1440
$943K ﹤0.01%
13,953
-1,568
1441
$942K ﹤0.01%
13,079
-1,191
1442
$939K ﹤0.01%
11,049
-442
1443
$937K ﹤0.01%
67,768
+608
1444
$936K ﹤0.01%
63,594
+12,095
1445
$935K ﹤0.01%
11,323
+527
1446
$934K ﹤0.01%
82,507
-9,152
1447
$934K ﹤0.01%
8,133
+513
1448
$933K ﹤0.01%
20,241
+1,701
1449
$933K ﹤0.01%
21,098
+1,744
1450
$930K ﹤0.01%
9,213
-625
56 57
58
59 60