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
1126
$360K 0.01%
41,454
+12,544
1127
$358K 0.01%
24,057
1128
$358K 0.01%
3,237
+372
1129
$357K 0.01%
5,395
+819
1130
$354K 0.01%
12,408
+611
1131
$352K 0.01%
+6,522
1132
$352K 0.01%
27,625
+3,258
1133
$352K 0.01%
8,543
+29
1134
$351K 0.01%
18,840
+3,825
1135
$349K 0.01%
11,446
+458
1136
$349K 0.01%
20,780
+630
1137
$349K 0.01%
380
-206
1138
$349K 0.01%
10,981
+971
1139
$349K 0.01%
4,036
+684
1140
$348K 0.01%
20,539
+1,906
1141
$347K 0.01%
15,007
+3,947
1142
$347K 0.01%
10,350
-389
1143
$347K 0.01%
9,289
-424
1144
$345K 0.01%
5,075
-1,386
1145
$345K 0.01%
9,362
-999
1146
$344K 0.01%
2,516
1147
$344K 0.01%
10,178
+860
1148
$343K 0.01%
33,515
+1,676
1149
$343K 0.01%
1,729
+188
1150
$343K 0.01%
5,326
+959
44 45
46
47 48