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
2151
$222K ﹤0.01%
+3,645
2152
$221K ﹤0.01%
+6,148
2153
$221K ﹤0.01%
4,706
+83
2154
$220K ﹤0.01%
+14,580
2155
$220K ﹤0.01%
16,176
+1,036
2156
$219K ﹤0.01%
+4,031
2157
$218K ﹤0.01%
19,772
-994
2158
$218K ﹤0.01%
8,785
-575
2159
$217K ﹤0.01%
4,680
-138
2160
$217K ﹤0.01%
6,547
-7,268
2161
$215K ﹤0.01%
14,625
-853
2162
$215K ﹤0.01%
+8,107
2163
$215K ﹤0.01%
1,517
-94
2164
$214K ﹤0.01%
15,138
+3,148
2165
$213K ﹤0.01%
12,928
-755
2166
$212K ﹤0.01%
+6,066
2167
$211K ﹤0.01%
12,727
-2,239
2168
$211K ﹤0.01%
+19,043
2169
$210K ﹤0.01%
28,435
+8,180
2170
$209K ﹤0.01%
+4,856
2171
$209K ﹤0.01%
3,704
-389
2172
$209K ﹤0.01%
+2,204
2173
$208K ﹤0.01%
4,877
+246
2174
$208K ﹤0.01%
+3,845
2175
$207K ﹤0.01%
+3,786
85 86
87
88 89