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
1176
$322K 0.01%
8,357
+287
1177
$322K 0.01%
67,749
+36,126
1178
$322K 0.01%
14,212
+1,807
1179
$321K 0.01%
174,213
+97,516
1180
$319K 0.01%
+7,752
1181
$318K 0.01%
12,153
+508
1182
$317K 0.01%
20,587
+2,820
1183
$317K 0.01%
6,224
+598
1184
$316K 0.01%
19,269
+5,184
1185
$315K 0.01%
11,962
+593
1186
$315K 0.01%
11,821
+983
1187
$314K 0.01%
11,973
+670
1188
$314K 0.01%
7,253
+353
1189
$314K 0.01%
9,088
+894
1190
$313K 0.01%
11,866
+2,403
1191
$313K 0.01%
15,208
+854
1192
$313K 0.01%
13,557
+1,019
1193
$311K 0.01%
6,295
+1,534
1194
$310K 0.01%
4,954
+863
1195
$310K 0.01%
17,015
-20
1196
$310K 0.01%
4,642
+685
1197
$309K 0.01%
14,584
+590
1198
$308K 0.01%
161
+25
1199
$308K 0.01%
+3,109
1200
$308K 0.01%
9,644
+447
46 47
48
49 50