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
426
$2.57M 0.05%
44,968
+10,719
427
$2.56M 0.05%
192,554
+36,636
428
$2.55M 0.05%
23,547
+1,546
429
$2.54M 0.05%
62,163
+13,368
430
$2.54M 0.05%
44,836
+2,955
431
$2.53M 0.05%
77,409
+4,467
432
$2.53M 0.05%
46,448
+4,855
433
$2.5M 0.05%
54,336
+6,309
434
$2.49M 0.05%
508
+86
435
$2.49M 0.05%
62,677
+14,162
436
$2.48M 0.05%
77,567
+21,521
437
$2.48M 0.05%
41,663
+3,866
438
$2.47M 0.05%
40,903
+7,665
439
$2.46M 0.05%
64,432
+11,833
440
$2.46M 0.05%
41,720
-295
441
$2.44M 0.05%
41,896
-1,643
442
$2.44M 0.05%
93,941
+27,181
443
$2.44M 0.05%
26,142
+3,708
444
$2.43M 0.05%
122,692
+39,300
445
$2.42M 0.05%
166,453
+20,753
446
$2.41M 0.05%
34,011
+8,233
447
$2.41M 0.05%
57,277
+6,469
448
$2.41M 0.05%
100,356
+9,639
449
$2.39M 0.05%
80,213
+27,014
450
$2.39M 0.05%
89,134
+35,770
16 17
18
19 20