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
1626
$662K ﹤0.01%
40,773
+131
1627
$662K ﹤0.01%
244,057
+21,258
1628
$659K ﹤0.01%
34,992
-9,945
1629
$658K ﹤0.01%
63,001
-37,831
1630
$657K ﹤0.01%
26,029
-21,274
1631
$652K ﹤0.01%
26,808
+7,095
1632
$651K ﹤0.01%
14,321
+1
1633
$648K ﹤0.01%
8,891
+403
1634
$646K ﹤0.01%
17,650
-195
1635
$645K ﹤0.01%
65,594
-9,221
1636
$644K ﹤0.01%
39,369
-3,735
1637
$644K ﹤0.01%
16,759
-5,181
1638
$643K ﹤0.01%
5,074
-871
1639
$642K ﹤0.01%
192,281
+44,426
1640
$641K ﹤0.01%
3,076
-71
1641
$639K ﹤0.01%
32,361
-12,241
1642
$638K ﹤0.01%
22,975
+1,491
1643
$638K ﹤0.01%
16,611
+241
1644
$635K ﹤0.01%
7,781
+485
1645
$632K ﹤0.01%
12,529
+480
1646
$632K ﹤0.01%
13,046
-1,148
1647
$632K ﹤0.01%
12,855
-234
1648
$632K ﹤0.01%
29,708
+421
1649
$631K ﹤0.01%
22,584
+313
1650
$631K ﹤0.01%
18,836
-50
64 65
66
67 68