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
1776
$489K ﹤0.01%
11,645
+2,292
1777
$488K ﹤0.01%
12,885
+205
1778
$486K ﹤0.01%
18,427
+3,849
1779
$485K ﹤0.01%
+13,814
1780
$484K ﹤0.01%
11,712
-353
1781
$483K ﹤0.01%
11,049
+370
1782
$483K ﹤0.01%
17,313
+464
1783
$482K ﹤0.01%
18,987
+1,876
1784
$480K ﹤0.01%
31,737
+1,138
1785
$480K ﹤0.01%
7,398
+233
1786
$480K ﹤0.01%
15,941
-15,899
1787
$479K ﹤0.01%
38,451
+7,804
1788
$477K ﹤0.01%
10,225
-859
1789
$477K ﹤0.01%
15,815
+115
1790
$476K ﹤0.01%
43,354
+6,724
1791
$474K ﹤0.01%
8,567
+343
1792
$474K ﹤0.01%
14,812
-467
1793
$474K ﹤0.01%
17,988
-155
1794
$474K ﹤0.01%
14,969
+3,439
1795
$472K ﹤0.01%
27,426
-2,489
1796
$472K ﹤0.01%
15,129
+5,548
1797
$471K ﹤0.01%
20,777
+251
1798
$470K ﹤0.01%
23,826
-1,926
1799
$468K ﹤0.01%
23,809
-1,656
1800
$468K ﹤0.01%
+10,408
70 71
72
73 74