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
451
$2.38M 0.05%
64,311
+41,018
452
$2.36M 0.05%
18,597
+2,441
453
$2.36M 0.05%
64,685
+23,605
454
$2.35M 0.05%
58,515
+2,348
455
$2.35M 0.05%
101,265
+28,959
456
$2.35M 0.05%
41,526
+19,700
457
$2.32M 0.04%
47,370
+3,988
458
$2.32M 0.04%
239,512
+17,128
459
$2.31M 0.04%
56,287
+11,239
460
$2.29M 0.04%
37,711
+5,716
461
$2.29M 0.04%
56,124
-1,102
462
$2.28M 0.04%
40,623
+7,816
463
$2.28M 0.04%
15,560
+2,281
464
$2.27M 0.04%
87,426
-15,539
465
$2.27M 0.04%
53,176
+6,474
466
$2.27M 0.04%
30,951
+10,589
467
$2.26M 0.04%
27,679
+6,594
468
$2.26M 0.04%
81,833
+17,186
469
$2.26M 0.04%
146,528
+51,669
470
$2.26M 0.04%
179,608
+14,060
471
$2.26M 0.04%
47,096
+6,461
472
$2.25M 0.04%
90,210
-27,208
473
$2.25M 0.04%
33,131
+2,214
474
$2.25M 0.04%
52,082
+9,451
475
$2.25M 0.04%
73,614
+380
17 18
19
20 21