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
2051
$277K ﹤0.01%
8,887
+989
2052
$277K ﹤0.01%
18,504
-6,383
2053
$276K ﹤0.01%
14,022
+1,357
2054
$276K ﹤0.01%
14,464
+768
2055
$273K ﹤0.01%
2,105
+1,652
2056
$273K ﹤0.01%
15,090
+3,495
2057
$272K ﹤0.01%
5,490
-360
2058
$272K ﹤0.01%
9,168
-1,459
2059
$272K ﹤0.01%
16,513
+1,036
2060
$272K ﹤0.01%
7,156
+12
2061
$271K ﹤0.01%
3,568
+192
2062
$269K ﹤0.01%
6,965
-108
2063
$269K ﹤0.01%
12,199
-691
2064
$268K ﹤0.01%
16,142
+2,154
2065
$268K ﹤0.01%
6,395
+298
2066
$267K ﹤0.01%
5,838
-958
2067
$267K ﹤0.01%
+4,037
2068
$266K ﹤0.01%
7,055
+877
2069
$265K ﹤0.01%
+5,394
2070
$265K ﹤0.01%
5,114
+5
2071
$264K ﹤0.01%
11,930
-306
2072
$264K ﹤0.01%
16,558
-6,178
2073
$264K ﹤0.01%
48,722
-1,015
2074
$263K ﹤0.01%
9,597
+157
2075
$263K ﹤0.01%
11,766
-245
81 82
83
84 85