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
1676
$600K ﹤0.01%
35,913
+550
1677
$598K ﹤0.01%
43,794
-15,468
1678
$596K ﹤0.01%
7,894
-5
1679
$595K ﹤0.01%
27,480
+3,311
1680
$595K ﹤0.01%
32,973
-712
1681
$592K ﹤0.01%
17,862
-137
1682
$589K ﹤0.01%
31,834
-3,968
1683
$589K ﹤0.01%
15,090
-1,346
1684
$587K ﹤0.01%
7,093
-351
1685
$587K ﹤0.01%
16,294
+3,973
1686
$587K ﹤0.01%
10,068
-842
1687
$585K ﹤0.01%
14,665
+1,333
1688
$577K ﹤0.01%
17,327
+735
1689
$576K ﹤0.01%
31,582
+5,711
1690
$574K ﹤0.01%
16,679
-250
1691
$573K ﹤0.01%
5,102
+1,342
1692
$573K ﹤0.01%
11,794
+4,778
1693
$573K ﹤0.01%
12,959
-69
1694
$570K ﹤0.01%
47,580
+4,520
1695
$568K ﹤0.01%
18,340
+2,125
1696
$567K ﹤0.01%
11,163
-626
1697
$564K ﹤0.01%
76,978
+15,271
1698
$563K ﹤0.01%
25,771
+5,300
1699
$563K ﹤0.01%
10,353
+3,339
1700
$560K ﹤0.01%
16,527
+1,401
66 67
68
69 70