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
1901
$386K ﹤0.01%
8,187
+622
1902
$385K ﹤0.01%
19,977
-661
1903
$384K ﹤0.01%
52,278
+399
1904
$384K ﹤0.01%
25,267
-259
1905
$384K ﹤0.01%
10,714
+81
1906
$383K ﹤0.01%
7,892
+669
1907
$382K ﹤0.01%
18,902
+2,085
1908
$379K ﹤0.01%
14,170
+1,475
1909
$378K ﹤0.01%
8,382
-2,576
1910
$377K ﹤0.01%
20,511
+624
1911
$377K ﹤0.01%
4,644
+139
1912
$377K ﹤0.01%
8,313
+719
1913
$374K ﹤0.01%
27,631
-1,113
1914
$373K ﹤0.01%
19,512
-1,197
1915
$373K ﹤0.01%
24,139
-1,156
1916
$373K ﹤0.01%
8,284
-149
1917
$373K ﹤0.01%
7,063
-3,316
1918
$372K ﹤0.01%
37,815
+4,042
1919
$372K ﹤0.01%
193,713
+35,062
1920
$371K ﹤0.01%
13,892
-265
1921
$370K ﹤0.01%
10,051
-1,080
1922
$369K ﹤0.01%
19,645
-350
1923
$369K ﹤0.01%
15,032
-7,765
1924
$368K ﹤0.01%
11,097
-848
1925
$367K ﹤0.01%
10,689
+3,822
75 76
77
78 79