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
1601
$700K ﹤0.01%
25,528
-2,285
1602
$696K ﹤0.01%
308
+22
1603
$695K ﹤0.01%
3,033
+139
1604
$695K ﹤0.01%
6,081
-760
1605
$694K ﹤0.01%
21,745
+12,480
1606
$694K ﹤0.01%
16,461
+1,704
1607
$693K ﹤0.01%
25,275
+913
1608
$691K ﹤0.01%
11,554
+75
1609
$690K ﹤0.01%
19,544
-926
1610
$689K ﹤0.01%
21,557
+1,821
1611
$686K ﹤0.01%
40,037
+11,292
1612
$686K ﹤0.01%
72,177
+412
1613
$685K ﹤0.01%
27,171
-17
1614
$678K ﹤0.01%
9,556
-673
1615
$678K ﹤0.01%
9,810
-258
1616
$677K ﹤0.01%
20,693
-770
1617
$676K ﹤0.01%
16,513
-2,785
1618
$675K ﹤0.01%
90,513
-8,417
1619
$672K ﹤0.01%
7,389
+340
1620
$669K ﹤0.01%
52,828
+723
1621
$666K ﹤0.01%
238,867
+98,155
1622
$666K ﹤0.01%
9,565
+134
1623
$664K ﹤0.01%
38,323
+855
1624
$664K ﹤0.01%
35,333
+11,618
1625
$663K ﹤0.01%
14,925
+4,787
63 64
65
66 67