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
2176
$207K ﹤0.01%
+19,144
2177
$207K ﹤0.01%
+6,109
2178
$206K ﹤0.01%
7,968
-364
2179
$205K ﹤0.01%
7,992
-3,323
2180
$204K ﹤0.01%
+9,355
2181
$204K ﹤0.01%
+2,704
2182
$203K ﹤0.01%
590
-148
2183
$203K ﹤0.01%
14,521
-587
2184
$203K ﹤0.01%
+8,653
2185
$203K ﹤0.01%
+7,113
2186
$203K ﹤0.01%
4,578
2187
$202K ﹤0.01%
8,675
-198
2188
$202K ﹤0.01%
86,432
-5,924
2189
$202K ﹤0.01%
16,677
+1,323
2190
$201K ﹤0.01%
13,433
-810
2191
$201K ﹤0.01%
+6,157
2192
$199K ﹤0.01%
12,345
+1,759
2193
$195K ﹤0.01%
13,062
+168
2194
$194K ﹤0.01%
52,207
-234
2195
$194K ﹤0.01%
+21,578
2196
$188K ﹤0.01%
13,547
-923
2197
$186K ﹤0.01%
17,711
-2,099
2198
$186K ﹤0.01%
13,525
+1,298
2199
$185K ﹤0.01%
10,936
+843
2200
$182K ﹤0.01%
109,432
+42,155
86 87
88
89 90