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
1526
$810K ﹤0.01%
62,430
+3,652
1527
$807K ﹤0.01%
20,112
+621
1528
$807K ﹤0.01%
69,872
+88
1529
$804K ﹤0.01%
17,475
+1,648
1530
$802K ﹤0.01%
22,146
-110
1531
$801K ﹤0.01%
12,935
+2,702
1532
$799K ﹤0.01%
22,298
-89
1533
$798K ﹤0.01%
140,499
+19,418
1534
$796K ﹤0.01%
18,759
-8,536
1535
$793K ﹤0.01%
17,764
-142
1536
$790K ﹤0.01%
28,538
+2,060
1537
$790K ﹤0.01%
22,164
+1,223
1538
$789K ﹤0.01%
11,027
-547
1539
$789K ﹤0.01%
98,744
-6,470
1540
$788K ﹤0.01%
5,240
-299
1541
$784K ﹤0.01%
37,072
-3,627
1542
$781K ﹤0.01%
13,344
+116
1543
$780K ﹤0.01%
9,258
+545
1544
$778K ﹤0.01%
10,175
-1,298
1545
$777K ﹤0.01%
22,062
-1,822
1546
$769K ﹤0.01%
32,135
+6,115
1547
$768K ﹤0.01%
27,833
-1,210
1548
$766K ﹤0.01%
45,453
+3,949
1549
$765K ﹤0.01%
23,871
+11,470
1550
$763K ﹤0.01%
25,702
+7,807
60 61
62
63 64