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
2276
$38K ﹤0.01%
+79
2277
$36K ﹤0.01%
20,568
+6,064
2278
$34K ﹤0.01%
604
-974
2279
$32K ﹤0.01%
800
2280
$32K ﹤0.01%
11,292
-13,142
2281
$25K ﹤0.01%
+2,435
2282
$24K ﹤0.01%
30,270
-5,916
2283
$21K ﹤0.01%
26,625
2284
$21K ﹤0.01%
18,898
-13,630
2285
$18K ﹤0.01%
18,192
-26,951
2286
$16K ﹤0.01%
+37,773
2287
$14K ﹤0.01%
50
2288
– –
-3,569
2289
– –
-33,530
2290
– –
-21,688
2291
– –
-7,278
2292
– –
-9,898
2293
– –
-11,103
2294
– –
-10,938
2295
– –
-17,286
2296
– –
-506
2297
– –
-10,746
2298
– –
-16,850
2299
– –
-12,413
2300
– –
-38,353
90 91
92
93 94