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
1576
$723K ﹤0.01%
8,415
-800
1577
$723K ﹤0.01%
41,129
+641
1578
$722K ﹤0.01%
37,318
-1,415
1579
$719K ﹤0.01%
73,871
+7,133
1580
$716K ﹤0.01%
56,188
+1,828
1581
$716K ﹤0.01%
50,533
+3,046
1582
$714K ﹤0.01%
8,577
-545
1583
$714K ﹤0.01%
17,584
-237
1584
$712K ﹤0.01%
23,143
-610
1585
$711K ﹤0.01%
7,092
-252
1586
$709K ﹤0.01%
12,667
+1,858
1587
$708K ﹤0.01%
16,155
+410
1588
$707K ﹤0.01%
17,006
-1,724
1589
$706K ﹤0.01%
4,676
+841
1590
$704K ﹤0.01%
11,464
+185
1591
$704K ﹤0.01%
31,895
-875
1592
$704K ﹤0.01%
38,640
+2,543
1593
$704K ﹤0.01%
70,346
+1,041
1594
$703K ﹤0.01%
6,288
+1,286
1595
$703K ﹤0.01%
30,450
+5,607
1596
$702K ﹤0.01%
23,833
+1,738
1597
$701K ﹤0.01%
16,887
+1,162
1598
$701K ﹤0.01%
8,352
-371
1599
$701K ﹤0.01%
9,137
+173
1600
$700K ﹤0.01%
9,218
+81
62 63
64
65 66