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
301
$3.93M 0.08%
91,796
+10,468
302
$3.92M 0.08%
123,210
-12,828
303
$3.92M 0.08%
146,906
+83,684
304
$3.9M 0.08%
89,509
+9,751
305
$3.9M 0.08%
48,872
+4,896
306
$3.89M 0.08%
83,246
+4,745
307
$3.89M 0.08%
79,207
+13,632
308
$3.89M 0.08%
75,070
+7,817
309
$3.88M 0.07%
89,585
+4,411
310
$3.88M 0.07%
120,622
+1,310
311
$3.88M 0.07%
105,886
+15,597
312
$3.87M 0.07%
102,814
+4,371
313
$3.86M 0.07%
104,842
+18,379
314
$3.84M 0.07%
91,735
+1,051
315
$3.83M 0.07%
315,443
+23,595
316
$3.83M 0.07%
63,006
+1,800
317
$3.81M 0.07%
191,250
+18,824
318
$3.76M 0.07%
48,645
+7,451
319
$3.75M 0.07%
250,539
+40,175
320
$3.75M 0.07%
28,041
+3,727
321
$3.73M 0.07%
645,972
+103,655
322
$3.73M 0.07%
115,161
-7,548
323
$3.69M 0.07%
113,820
+15,494
324
$3.69M 0.07%
91,530
+8,288
325
$3.66M 0.07%
208,745
+37,710
11 12
13
14 15