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
1876
$408K ﹤0.01%
8,508
+334
1877
$407K ﹤0.01%
+2,541
1878
$407K ﹤0.01%
5,152
+951
1879
$406K ﹤0.01%
28,004
-1,046
1880
$406K ﹤0.01%
9,530
+2,170
1881
$404K ﹤0.01%
14,481
-932
1882
$403K ﹤0.01%
27,099
+2,431
1883
$403K ﹤0.01%
69,468
-7,162
1884
$402K ﹤0.01%
14,194
+479
1885
$402K ﹤0.01%
20,695
+1,763
1886
$401K ﹤0.01%
21,501
+1,074
1887
$400K ﹤0.01%
39,993
-4,930
1888
$399K ﹤0.01%
+17,166
1889
$399K ﹤0.01%
11,028
-349
1890
$399K ﹤0.01%
10,950
-90
1891
$398K ﹤0.01%
20,671
+2,856
1892
$397K ﹤0.01%
2,324
+562
1893
$396K ﹤0.01%
11,478
+928
1894
$395K ﹤0.01%
22,300
+601
1895
$395K ﹤0.01%
5,170
+142
1896
$394K ﹤0.01%
16,580
+1,246
1897
$392K ﹤0.01%
34,754
+4,231
1898
$391K ﹤0.01%
97,881
-27,336
1899
$389K ﹤0.01%
3,733
+325
1900
$388K ﹤0.01%
21,301
-13
74 75
76
77 78