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 18.86%
2 Financials 16.86%
3 Healthcare 14.01%
4 Consumer Discretionary 9.98%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$142K ﹤0.01%
85,825
+11,072
2227
$136K ﹤0.01%
13,846
-533
2228
$135K ﹤0.01%
+13,877
2229
$133K ﹤0.01%
25,779
-374
2230
$133K ﹤0.01%
22,603
-7,372
2231
$130K ﹤0.01%
17,215
+1,000
2232
$127K ﹤0.01%
+11,075
2233
$126K ﹤0.01%
+10,781
2234
$125K ﹤0.01%
1,802
+286
2235
$125K ﹤0.01%
+16,815
2236
$124K ﹤0.01%
6,162
+3,576
2237
$123K ﹤0.01%
+7,370
2238
$123K ﹤0.01%
1,625
+179
2239
$123K ﹤0.01%
10,909
+169
2240
$122K ﹤0.01%
11,030
-6,866
2241
$117K ﹤0.01%
+12,095
2242
$117K ﹤0.01%
+12,386
2243
$116K ﹤0.01%
14,317
-7,390
2244
$111K ﹤0.01%
23,998
-561
2245
$108K ﹤0.01%
12,432
-1,068
2246
$107K ﹤0.01%
13,424
-2,339
2247
$106K ﹤0.01%
+2,162
2248
$106K ﹤0.01%
14,604
+1,910
2249
$105K ﹤0.01%
42,652
+27,292
2250
$104K ﹤0.01%
318
-37
88 89
90
91 92