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
1501
$853K ﹤0.01%
25,834
-2,284
1502
$852K ﹤0.01%
24,550
+3,620
1503
$851K ﹤0.01%
29,419
-1,053
1504
$850K ﹤0.01%
15,817
-395
1505
$846K ﹤0.01%
11,369
+351
1506
$843K ﹤0.01%
23,870
+283
1507
$840K ﹤0.01%
134,589
+20,077
1508
$837K ﹤0.01%
48,010
-5,558
1509
$836K ﹤0.01%
16,204
+1,203
1510
$835K ﹤0.01%
27,909
-104
1511
$834K ﹤0.01%
33,160
+1,973
1512
$834K ﹤0.01%
21,668
+325
1513
$832K ﹤0.01%
24,983
-376
1514
$831K ﹤0.01%
27,241
-514
1515
$829K ﹤0.01%
4,801
-16
1516
$824K ﹤0.01%
49,858
-18,831
1517
$822K ﹤0.01%
15,919
+1,954
1518
$822K ﹤0.01%
10,691
+91
1519
$818K ﹤0.01%
26,087
-3,885
1520
$818K ﹤0.01%
115,258
-226,318
1521
$817K ﹤0.01%
28,507
-702
1522
$816K ﹤0.01%
8,888
+1,473
1523
$815K ﹤0.01%
61,565
-1,520
1524
$811K ﹤0.01%
72,091
-663
1525
$810K ﹤0.01%
70,344
+2,718
59 60
61
62 63