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
1476
$893K ﹤0.01%
39,645
-23,186
1477
$892K ﹤0.01%
31,251
-40
1478
$889K ﹤0.01%
8,091
+353
1479
$884K ﹤0.01%
20,682
-1,590
1480
$884K ﹤0.01%
17,268
-1,519
1481
$882K ﹤0.01%
20,139
+2,530
1482
$876K ﹤0.01%
3,958
+18
1483
$872K ﹤0.01%
6,526
-468
1484
$867K ﹤0.01%
25,443
+6,659
1485
$865K ﹤0.01%
48,846
-2,652
1486
$864K ﹤0.01%
17,159
-572
1487
$864K ﹤0.01%
34,736
-1,099
1488
$863K ﹤0.01%
61,576
-6,985
1489
$863K ﹤0.01%
9,297
+351
1490
$863K ﹤0.01%
30,485
+4,114
1491
$862K ﹤0.01%
1,907
+221
1492
$861K ﹤0.01%
14,237
+489
1493
$860K ﹤0.01%
16,926
-174
1494
$860K ﹤0.01%
21,120
+1,415
1495
$859K ﹤0.01%
10,758
-173
1496
$859K ﹤0.01%
61,226
-5,874
1497
$858K ﹤0.01%
22,061
+2,611
1498
$856K ﹤0.01%
19,860
+804
1499
$856K ﹤0.01%
24,450
+24
1500
$856K ﹤0.01%
12,393
+207
58 59
60
61 62