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
2076
$262K ﹤0.01%
14,505
+5,480
2077
$262K ﹤0.01%
4,729
+616
2078
$262K ﹤0.01%
6,333
-457
2079
$261K ﹤0.01%
7,125
-61
2080
$261K ﹤0.01%
12,085
+2,005
2081
$261K ﹤0.01%
93,863
-35,230
2082
$260K ﹤0.01%
+1,027
2083
$260K ﹤0.01%
8,916
+1,925
2084
$259K ﹤0.01%
2,449
+64
2085
$259K ﹤0.01%
74,858
-9,097
2086
$258K ﹤0.01%
9,742
-266
2087
$257K ﹤0.01%
2,603
+51
2088
$255K ﹤0.01%
5,558
-94
2089
$255K ﹤0.01%
9,624
+266
2090
$255K ﹤0.01%
6,506
+348
2091
$254K ﹤0.01%
10,430
-1,150
2092
$254K ﹤0.01%
9,454
-1,380
2093
$253K ﹤0.01%
+6,898
2094
$253K ﹤0.01%
24,708
+9,352
2095
$252K ﹤0.01%
9,449
+225
2096
$251K ﹤0.01%
5,726
+55
2097
$251K ﹤0.01%
1,116
+8
2098
$251K ﹤0.01%
106
-12
2099
$251K ﹤0.01%
67,049
-711
2100
$249K ﹤0.01%
10,416
-336
82 83
84
85 86