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
351
$3.31M 0.06%
58,830
+9,017
352
$3.31M 0.06%
28,456
+5,400
353
$3.29M 0.06%
103,227
+10,938
354
$3.28M 0.06%
225,066
+32,864
355
$3.28M 0.06%
73,574
+11,117
356
$3.27M 0.06%
502,014
+78,448
357
$3.27M 0.06%
67,605
+6,999
358
$3.24M 0.06%
29,499
+7,476
359
$3.24M 0.06%
306,596
+34,610
360
$3.23M 0.06%
44,163
+584
361
$3.22M 0.06%
75,397
+19,921
362
$3.22M 0.06%
51,591
+9,522
363
$3.16M 0.06%
628,735
+38,939
364
$3.13M 0.06%
47,803
+6,599
365
$3.13M 0.06%
47,183
+7,350
366
$3.12M 0.06%
59,848
+15,580
367
$3.12M 0.06%
205,314
+45,821
368
$3.1M 0.06%
139,339
+11,124
369
$3.1M 0.06%
514,864
+129,248
370
$3.06M 0.06%
97,639
-8,800
371
$3.06M 0.06%
84,300
+5,565
372
$3.05M 0.06%
69,458
+16,509
373
$3.04M 0.06%
66,066
+25,420
374
$3.03M 0.06%
52,188
+5,036
375
$3.02M 0.06%
65,090
+9,876
13 14
15
16 17