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
2201
$182K ﹤0.01%
18,366
+1,790
2202
$182K ﹤0.01%
40,611
+25,839
2203
$181K ﹤0.01%
+10,231
2204
$181K ﹤0.01%
62,127
+12,481
2205
$179K ﹤0.01%
+10,429
2206
$178K ﹤0.01%
22,548
-26,927
2207
$175K ﹤0.01%
10,315
+261
2208
$175K ﹤0.01%
14,222
-1,776
2209
$173K ﹤0.01%
19,274
+2,981
2210
$171K ﹤0.01%
31,716
+157
2211
$170K ﹤0.01%
482
+27
2212
$169K ﹤0.01%
11,463
-1,174
2213
$166K ﹤0.01%
15,540
-512
2214
$164K ﹤0.01%
11,400
-167
2215
$160K ﹤0.01%
+12,940
2216
$157K ﹤0.01%
14,915
+1,545
2217
$157K ﹤0.01%
4,183
-1,466
2218
$157K ﹤0.01%
18,850
+4,419
2219
$157K ﹤0.01%
15,744
-250
2220
$156K ﹤0.01%
+15,367
2221
$155K ﹤0.01%
11,120
-244
2222
$150K ﹤0.01%
11,932
+235
2223
$149K ﹤0.01%
+10,712
2224
$146K ﹤0.01%
+10,789
2225
$146K ﹤0.01%
20,876
+1,302
87 88
89
90 91