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
2101
$249K ﹤0.01%
16,461
-833
2102
$249K ﹤0.01%
9,263
+575
2103
$247K ﹤0.01%
10,832
-124
2104
$246K ﹤0.01%
66,899
-273,875
2105
$245K ﹤0.01%
12,173
2106
$244K ﹤0.01%
15,329
+5,231
2107
$244K ﹤0.01%
10,170
+145
2108
$244K ﹤0.01%
+8,382
2109
$243K ﹤0.01%
7,564
+69
2110
$242K ﹤0.01%
13,031
+302
2111
$242K ﹤0.01%
5,450
-1,067
2112
$242K ﹤0.01%
12,069
-91
2113
$241K ﹤0.01%
+10,464
2114
$240K ﹤0.01%
3,366
-54
2115
$239K ﹤0.01%
19,666
+429
2116
$238K ﹤0.01%
11,456
+729
2117
$238K ﹤0.01%
8,251
+97
2118
$238K ﹤0.01%
22,229
+1,577
2119
$237K ﹤0.01%
14,498
-207
2120
$237K ﹤0.01%
956
-335
2121
$237K ﹤0.01%
+3,376
2122
$236K ﹤0.01%
10,982
+483
2123
$236K ﹤0.01%
14,465
-384
2124
$235K ﹤0.01%
4,024
+184
2125
$235K ﹤0.01%
+9,224
83 84
85
86 87