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
1801
$468K ﹤0.01%
10,912
+54
1802
$467K ﹤0.01%
12,670
-1,885
1803
$464K ﹤0.01%
32,756
+1,645
1804
$464K ﹤0.01%
20,471
+2,648
1805
$464K ﹤0.01%
14,713
+322
1806
$462K ﹤0.01%
6,499
+482
1807
$461K ﹤0.01%
24,372
-1,615
1808
$460K ﹤0.01%
40,547
-4,170
1809
$459K ﹤0.01%
12,218
+134
1810
$458K ﹤0.01%
+2,534
1811
$458K ﹤0.01%
37,574
-3,225
1812
$457K ﹤0.01%
4,560
+264
1813
$456K ﹤0.01%
9,459
+333
1814
$455K ﹤0.01%
92,958
+205
1815
$454K ﹤0.01%
12,905
+4,561
1816
$453K ﹤0.01%
10,330
+122
1817
$452K ﹤0.01%
+1,918
1818
$452K ﹤0.01%
24,047
+2,242
1819
$451K ﹤0.01%
32,525
+1,699
1820
$450K ﹤0.01%
16,128
+1,604
1821
$449K ﹤0.01%
20,645
+10,194
1822
$448K ﹤0.01%
19,565
+934
1823
$448K ﹤0.01%
6,070
+480
1824
$447K ﹤0.01%
41,536
+21,492
1825
$446K ﹤0.01%
6,493
+172
71 72
73
74 75