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
1551
$763K ﹤0.01%
20,329
+1,916
1552
$762K ﹤0.01%
+13,837
1553
$760K ﹤0.01%
159,014
-14,653
1554
$759K ﹤0.01%
81,576
-17,477
1555
$759K ﹤0.01%
32,900
+2,453
1556
$756K ﹤0.01%
10,893
-811
1557
$755K ﹤0.01%
31,085
+570
1558
$754K ﹤0.01%
18,647
+303
1559
$753K ﹤0.01%
12,518
+371
1560
$752K ﹤0.01%
10,444
+198
1561
$752K ﹤0.01%
15,216
-316
1562
$748K ﹤0.01%
24,333
+8,301
1563
$745K ﹤0.01%
11,777
-219
1564
$741K ﹤0.01%
22,133
+2,027
1565
$739K ﹤0.01%
10,800
+460
1566
$738K ﹤0.01%
34,345
+2,665
1567
$737K ﹤0.01%
4,657
-432
1568
$736K ﹤0.01%
9,776
-130
1569
$731K ﹤0.01%
16,859
-67
1570
$730K ﹤0.01%
26,050
+277
1571
$730K ﹤0.01%
11,614
+754
1572
$728K ﹤0.01%
10,147
-1,087
1573
$727K ﹤0.01%
8,058
+2,123
1574
$726K ﹤0.01%
13,127
+1,259
1575
$726K ﹤0.01%
12,070
-2,790
61 62
63
64 65