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
276
$4.29M 0.08%
58,091
+750
277
$4.29M 0.08%
22,695
+4,308
278
$4.28M 0.08%
255,071
+41,119
279
$4.27M 0.08%
211,678
+30,990
280
$4.24M 0.08%
63,939
+7,297
281
$4.24M 0.08%
71,390
+5,652
282
$4.23M 0.08%
26,346
+4,965
283
$4.2M 0.08%
453,120
+25,826
284
$4.19M 0.08%
76,017
+18,067
285
$4.16M 0.08%
63,150
+10,570
286
$4.14M 0.08%
262,796
+10,064
287
$4.14M 0.08%
196,664
-3,420
288
$4.14M 0.08%
79,766
+17,022
289
$4.12M 0.08%
58,444
-691
290
$4.12M 0.08%
38,542
+4,142
291
$4.07M 0.08%
111,135
+21,136
292
$4.07M 0.08%
41,209
+5,029
293
$4.06M 0.08%
69,395
+13,831
294
$4.05M 0.08%
59,906
+7,321
295
$4.04M 0.08%
96,752
+5,558
296
$4.03M 0.08%
94,049
+14,056
297
$4M 0.08%
76,173
+5,734
298
$3.98M 0.08%
88,929
+13,541
299
$3.98M 0.08%
157,436
+22,044
300
$3.95M 0.08%
94,112
+10,285
10 11
12
13 14