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
1826
$446K ﹤0.01%
38,347
+4,154
1827
$444K ﹤0.01%
28,972
+2,063
1828
$443K ﹤0.01%
80,882
-50,383
1829
$441K ﹤0.01%
21,544
-384
1830
$441K ﹤0.01%
4,163
-242
1831
$441K ﹤0.01%
5,442
+455
1832
$441K ﹤0.01%
8,973
+2,104
1833
$441K ﹤0.01%
8,923
+968
1834
$438K ﹤0.01%
5,535
+433
1835
$437K ﹤0.01%
1,069
+15
1836
$437K ﹤0.01%
7,982
-339
1837
$436K ﹤0.01%
191,446
-10,978
1838
$436K ﹤0.01%
+5,051
1839
$436K ﹤0.01%
9,290
+966
1840
$435K ﹤0.01%
7,609
-1,087
1841
$434K ﹤0.01%
81,428
+35,004
1842
$434K ﹤0.01%
13,713
+2,452
1843
$433K ﹤0.01%
20,147
+8,074
1844
$433K ﹤0.01%
10,502
-887
1845
$430K ﹤0.01%
26,447
+1,726
1846
$429K ﹤0.01%
10,101
+1,224
1847
$429K ﹤0.01%
11,357
+729
1848
$428K ﹤0.01%
18,232
-3,672
1849
$427K ﹤0.01%
5,596
+49
1850
$427K ﹤0.01%
33,322
-223
72 73
74
75 76