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
251
$4.93M 0.1%
351,099
+87,949
252
$4.93M 0.1%
1,024,233
+269,157
253
$4.91M 0.09%
134,980
+15,896
254
$4.91M 0.09%
57,524
+4,618
255
$4.87M 0.09%
44,746
+7,251
256
$4.84M 0.09%
228,830
+25,601
257
$4.83M 0.09%
142,987
+19,598
258
$4.81M 0.09%
137,792
+12,406
259
$4.78M 0.09%
191,458
+34,968
260
$4.77M 0.09%
128,624
+16,800
261
$4.74M 0.09%
224,017
+28,474
262
$4.62M 0.09%
75,814
+5,835
263
$4.6M 0.09%
114,331
+17,926
264
$4.57M 0.09%
105,595
+8,411
265
$4.55M 0.09%
313,922
+70,168
266
$4.53M 0.09%
350,007
+49,332
267
$4.52M 0.09%
289,424
+67,178
268
$4.48M 0.09%
40,042
+2,930
269
$4.47M 0.09%
247,708
+22,556
270
$4.42M 0.09%
73,459
+10,488
271
$4.42M 0.09%
359,553
+110,587
272
$4.41M 0.09%
36,813
+5,512
273
$4.37M 0.08%
107,609
+20,449
274
$4.35M 0.08%
46,988
+10,506
275
$4.33M 0.08%
74,912
+11,465
9 10
11
12 13