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
2251
$103K ﹤0.01%
+10,980
2252
$103K ﹤0.01%
12,197
+1,381
2253
$102K ﹤0.01%
11,313
+324
2254
$100K ﹤0.01%
12,315
-384
2255
$100K ﹤0.01%
13,412
+2,965
2256
$96K ﹤0.01%
11,379
-467
2257
$91K ﹤0.01%
16,531
+3,007
2258
$90K ﹤0.01%
+10,294
2259
$90K ﹤0.01%
12,570
-1,831
2260
$88K ﹤0.01%
359
+11
2261
$88K ﹤0.01%
15,454
+749
2262
$84K ﹤0.01%
16,422
-11,798
2263
$82K ﹤0.01%
12,207
-321
2264
$77K ﹤0.01%
+14,903
2265
$70K ﹤0.01%
15,900
+12,533
2266
$69K ﹤0.01%
1,042
-93
2267
$69K ﹤0.01%
29,346
2268
$65K ﹤0.01%
3,633
+88
2269
$63K ﹤0.01%
15,766
+769
2270
$57K ﹤0.01%
10,997
-2,188
2271
$55K ﹤0.01%
+11,138
2272
$55K ﹤0.01%
26,187
-634
2273
$49K ﹤0.01%
1,062
+338
2274
$41K ﹤0.01%
18,711
-87
2275
$41K ﹤0.01%
14,024
+2,345
89 90
91
92 93