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
401
$2.83M 0.05%
91,723
+7,584
402
$2.83M 0.05%
40,167
+4,701
403
$2.82M 0.05%
45,884
+10,724
404
$2.78M 0.05%
78,099
+20,252
405
$2.77M 0.05%
1,343,370
-61,171
406
$2.76M 0.05%
63,700
+5,989
407
$2.75M 0.05%
23,864
+4,068
408
$2.74M 0.05%
73,785
+14,774
409
$2.72M 0.05%
73,000
+8,958
410
$2.71M 0.05%
18,847
+2,594
411
$2.68M 0.05%
14,653
+2,642
412
$2.67M 0.05%
25,417
+6,701
413
$2.66M 0.05%
85,218
+33,948
414
$2.65M 0.05%
344,240
+11,924
415
$2.64M 0.05%
36,847
+14,011
416
$2.63M 0.05%
68,659
+13,502
417
$2.63M 0.05%
50,021
-37,939
418
$2.62M 0.05%
88,351
+14,124
419
$2.62M 0.05%
34,985
+3,853
420
$2.61M 0.05%
76,397
+6,364
421
$2.61M 0.05%
110,456
+9,568
422
$2.6M 0.05%
97,582
+7,695
423
$2.6M 0.05%
149,786
+29,587
424
$2.58M 0.05%
65,980
+16,694
425
$2.57M 0.05%
60,990
-2,275
15 16
17
18 19