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
1751
$510K ﹤0.01%
9,495
-432
1752
$509K ﹤0.01%
26,008
-10,897
1753
$509K ﹤0.01%
33,392
-3,836
1754
$509K ﹤0.01%
7,172
+1,800
1755
$508K ﹤0.01%
10,782
-236
1756
$508K ﹤0.01%
69,650
+10,865
1757
$507K ﹤0.01%
21,806
+3,879
1758
$507K ﹤0.01%
38,352
-1,136
1759
$505K ﹤0.01%
19,228
-1,458
1760
$502K ﹤0.01%
13,825
+989
1761
$500K ﹤0.01%
27,103
+782
1762
$498K ﹤0.01%
11,170
+1,197
1763
$496K ﹤0.01%
39,764
+6,115
1764
$496K ﹤0.01%
24,739
+1,028
1765
$496K ﹤0.01%
31,163
+466
1766
$495K ﹤0.01%
6,631
+819
1767
$495K ﹤0.01%
6,249
+66
1768
$493K ﹤0.01%
10,615
-601
1769
$493K ﹤0.01%
14,130
-1,298
1770
$491K ﹤0.01%
14,483
-2,217
1771
$491K ﹤0.01%
6,933
+431
1772
$491K ﹤0.01%
12,242
-339
1773
$490K ﹤0.01%
18,537
-6,194
1774
$490K ﹤0.01%
10,572
+115
1775
$489K ﹤0.01%
5,168
-1,984
69 70
71
72 73