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
1201
$306K 0.01%
+7,110
1202
$306K 0.01%
12,229
+1,224
1203
$305K 0.01%
12,375
+2,313
1204
$304K 0.01%
15,998
+2,061
1205
$303K 0.01%
35,637
-567
1206
$302K 0.01%
10,652
-13
1207
$302K 0.01%
+3,835
1208
$302K 0.01%
5,626
+1,000
1209
$299K 0.01%
+6,263
1210
$298K 0.01%
13,908
+2,421
1211
$298K 0.01%
2,592
-183
1212
$298K 0.01%
+17,272
1213
$298K 0.01%
18,414
+1,721
1214
$298K 0.01%
9,201
+115
1215
$297K 0.01%
16,880
-5,239
1216
$297K 0.01%
6,369
+313
1217
$297K 0.01%
13,228
+721
1218
$296K 0.01%
6,149
+531
1219
$296K 0.01%
+6,482
1220
$294K 0.01%
6,563
+1,203
1221
$293K 0.01%
36,396
+5,031
1222
$292K 0.01%
14,621
+273
1223
$292K 0.01%
81,297
+492
1224
$291K 0.01%
12,758
+2,262
1225
$291K 0.01%
23,325
+57
47 48
49
50 51