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
1726
$536K ﹤0.01%
60,905
+7,365
1727
$535K ﹤0.01%
5,541
+1,958
1728
$535K ﹤0.01%
14,190
-294
1729
$534K ﹤0.01%
47,501
-358
1730
$530K ﹤0.01%
18,435
+1,031
1731
$530K ﹤0.01%
17,487
+1,467
1732
$530K ﹤0.01%
+17,289
1733
$529K ﹤0.01%
10,947
+594
1734
$526K ﹤0.01%
8,457
+628
1735
$526K ﹤0.01%
27,823
+11,122
1736
$526K ﹤0.01%
27,022
-877
1737
$525K ﹤0.01%
4,958
-18
1738
$525K ﹤0.01%
60,571
+5,132
1739
$523K ﹤0.01%
345
+65
1740
$522K ﹤0.01%
11,438
+1,271
1741
$522K ﹤0.01%
37,130
-350
1742
$521K ﹤0.01%
35,200
-409
1743
$520K ﹤0.01%
15,795
+372
1744
$520K ﹤0.01%
65,649
+21,839
1745
$519K ﹤0.01%
3,176
-4,009
1746
$514K ﹤0.01%
+3,309
1747
$513K ﹤0.01%
16,345
+4,972
1748
$512K ﹤0.01%
71,947
+16,770
1749
$511K ﹤0.01%
13,886
-35
1750
$511K ﹤0.01%
49,816
+31,678
68 69
70
71 72