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
1451
$929K ﹤0.01%
20,526
+1,725
1452
$929K ﹤0.01%
12,329
+146
1453
$929K ﹤0.01%
12,667
+150
1454
$927K ﹤0.01%
22,835
-3,857
1455
$926K ﹤0.01%
46,580
+4,633
1456
$924K ﹤0.01%
42,211
+215
1457
$923K ﹤0.01%
83,297
+53,718
1458
$921K ﹤0.01%
35,855
-561
1459
$921K ﹤0.01%
33,130
+7,962
1460
$920K ﹤0.01%
36,262
+27
1461
$918K ﹤0.01%
103,307
+6,944
1462
$916K ﹤0.01%
41,275
-1,967
1463
$915K ﹤0.01%
55,263
+298
1464
$912K ﹤0.01%
13,078
-196
1465
$912K ﹤0.01%
26,902
+1,606
1466
$910K ﹤0.01%
54,674
+14,519
1467
$907K ﹤0.01%
27,251
+337
1468
$903K ﹤0.01%
54,235
-333
1469
$903K ﹤0.01%
11,090
+1,711
1470
$902K ﹤0.01%
12,956
+238
1471
$899K ﹤0.01%
64,461
+1,678
1472
$899K ﹤0.01%
53,430
+13,306
1473
$898K ﹤0.01%
9,388
+182
1474
$895K ﹤0.01%
18,696
+299
1475
$894K ﹤0.01%
23,223
+16,966
57 58
59
60 61