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
1701
$559K ﹤0.01%
15,766
-428
1702
$558K ﹤0.01%
4,704
-6
1703
$558K ﹤0.01%
22,827
+1,862
1704
$557K ﹤0.01%
8,476
+544
1705
$556K ﹤0.01%
23,330
-179
1706
$556K ﹤0.01%
14,027
-153
1707
$555K ﹤0.01%
26,193
-2,168
1708
$554K ﹤0.01%
7,913
+945
1709
$553K ﹤0.01%
7,556
+96
1710
$552K ﹤0.01%
11,003
+3,627
1711
$552K ﹤0.01%
53,318
+2,124
1712
$552K ﹤0.01%
24,802
-285
1713
$549K ﹤0.01%
21,640
-1,106
1714
$547K ﹤0.01%
26,015
-889
1715
$547K ﹤0.01%
5,456
-195
1716
$546K ﹤0.01%
13,885
+6,229
1717
$545K ﹤0.01%
123,110
-8,269
1718
$544K ﹤0.01%
30,461
-1,405
1719
$543K ﹤0.01%
2,649
+28
1720
$542K ﹤0.01%
15,563
-680
1721
$542K ﹤0.01%
8,867
-166
1722
$542K ﹤0.01%
99,783
+13,266
1723
$541K ﹤0.01%
62,512
+4,519
1724
$539K ﹤0.01%
4,269
-28
1725
$539K ﹤0.01%
116,431
-2,570
67 68
69
70 71