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
1851
$425K ﹤0.01%
11,970
+145
1852
$425K ﹤0.01%
+47,529
1853
$422K ﹤0.01%
10,534
+624
1854
$422K ﹤0.01%
6,551
+114
1855
$421K ﹤0.01%
30,119
-316
1856
$421K ﹤0.01%
16,164
-438
1857
$421K ﹤0.01%
7,102
+352
1858
$420K ﹤0.01%
9,174
+133
1859
$419K ﹤0.01%
2,797
+254
1860
$419K ﹤0.01%
5,497
-189
1861
$419K ﹤0.01%
21,600
+15
1862
$418K ﹤0.01%
17,864
-2,203
1863
$418K ﹤0.01%
25,715
+2,387
1864
$416K ﹤0.01%
15,749
+3,118
1865
$415K ﹤0.01%
17,555
+2,848
1866
$414K ﹤0.01%
18,793
+2,867
1867
$414K ﹤0.01%
41,734
-327
1868
$413K ﹤0.01%
20,429
-1,362
1869
$412K ﹤0.01%
13,298
+5,598
1870
$412K ﹤0.01%
20,203
+7,249
1871
$412K ﹤0.01%
29,712
-12,211
1872
$411K ﹤0.01%
24,613
+1,237
1873
$410K ﹤0.01%
9,435
-292
1874
$410K ﹤0.01%
8,860
+414
1875
$409K ﹤0.01%
11,253
+766
73 74
75
76 77