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
$5.18B
AUM Growth
+$972M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,837
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.5M
3
+$7.88M
4
CVX icon
Chevron
CVX
+$7.06M
5
GE icon
GE Aerospace
GE
+$6.96M

Top Sells

1
+$13.4M
2
+$3.97M
3
+$1.99M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.55M
5
BMC
BMC SOFTWARE, INC
BMC
+$1.4M

Sector Composition

1 Financials 15.2%
2 Healthcare 11.59%
3 Technology 11.41%
4 Energy 8.66%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.49M 0.11%
133,660
+19,994
227
$5.49M 0.11%
198,418
+22,312
228
$5.48M 0.11%
64,380
+6,283
229
$5.48M 0.11%
113,618
+2,753
230
$5.44M 0.1%
233,996
+25,888
231
$5.43M 0.1%
67,158
+7,095
232
$5.42M 0.1%
270,337
+40,374
233
$5.41M 0.1%
112,621
+10,106
234
$5.39M 0.1%
72,449
+3,764
235
$5.37M 0.1%
18,484
+3,506
236
$5.32M 0.1%
63,718
+5,816
237
$5.32M 0.1%
148,685
+36,594
238
$5.29M 0.1%
91,263
+20,809
239
$5.29M 0.1%
323,025
+24,325
240
$5.26M 0.1%
134,570
+35,072
241
$5.22M 0.1%
100,633
+15,452
242
$5.21M 0.1%
288,987
+65,430
243
$5.21M 0.1%
137,804
+16,504
244
$5.17M 0.1%
156,263
+26,310
245
$5.08M 0.1%
224,052
+14,518
246
$5.06M 0.1%
375,612
+33,492
247
$5.04M 0.1%
65,103
+6,836
248
$5.03M 0.1%
69,647
+5,295
249
$5.02M 0.1%
202,291
+10,056
250
$4.97M 0.1%
244,495
+45,130
8 9
10
11 12