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
1951
$346K ﹤0.01%
30,283
-3,336
1952
$344K ﹤0.01%
6,848
-354
1953
$344K ﹤0.01%
2,866
-1,642
1954
$342K ﹤0.01%
5,655
+412
1955
$340K ﹤0.01%
20,283
-4,037
1956
$340K ﹤0.01%
12,201
+887
1957
$339K ﹤0.01%
6,769
-19
1958
$337K ﹤0.01%
14,463
+551
1959
$337K ﹤0.01%
9,923
+1,186
1960
$333K ﹤0.01%
8,429
+347
1961
$332K ﹤0.01%
107,796
-58,311
1962
$332K ﹤0.01%
9,853
-114
1963
$332K ﹤0.01%
20,818
+1,077
1964
$331K ﹤0.01%
+18,335
1965
$331K ﹤0.01%
22,801
+4,751
1966
$330K ﹤0.01%
19,338
+684
1967
$329K ﹤0.01%
30,404
-730
1968
$326K ﹤0.01%
16,816
+4,564
1969
$325K ﹤0.01%
15,679
-907
1970
$324K ﹤0.01%
9,756
-200
1971
$324K ﹤0.01%
3,981
-407
1972
$324K ﹤0.01%
19,276
-731
1973
$323K ﹤0.01%
5,255
-18
1974
$323K ﹤0.01%
5,917
+374
1975
$323K ﹤0.01%
6,962
-40
77 78
79
80 81