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
26
$24.8M 0.48%
385,178
+37,348
27
$24.5M 0.47%
1,045,072
+148,344
28
$24.1M 0.46%
188,201
+26,346
29
$24.1M 0.46%
496,316
+78,668
30
$23.8M 0.46%
1,522,160
+200,200
31
$23.2M 0.45%
341,980
+33,159
32
$22M 0.42%
958,746
+52,294
33
$21.8M 0.42%
246,599
+41,280
34
$21.6M 0.42%
215,891
+17,051
35
$21.5M 0.41%
459,734
+95,419
36
$20.8M 0.4%
317,176
+50,427
37
$20M 0.39%
546,875
+61,818
38
$19.8M 0.38%
176,616
+26,336
39
$19.7M 0.38%
283,767
+29,523
40
$19.4M 0.37%
305,545
+26,949
41
$18.8M 0.36%
334,447
+68,020
42
$18.5M 0.36%
819,228
+106,040
43
$18.4M 0.36%
394,849
+37,561
44
$18M 0.35%
238,595
+22,905
45
$18M 0.35%
286,538
+44,713
46
$17.9M 0.35%
498,696
+88,526
47
$17.8M 0.34%
249,234
+29,607
48
$17.4M 0.34%
505,490
+64,631
49
$17.1M 0.33%
358,856
+50,228
50
$16.9M 0.33%
144,045
+17,851
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