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
1226
$290K 0.01%
8,062
+982
1227
$290K 0.01%
12,501
-1,995
1228
$289K 0.01%
+10,920
1229
$289K 0.01%
2,695
+95
1230
$289K 0.01%
3,927
+221
1231
$289K 0.01%
28,995
+12,051
1232
$289K 0.01%
75,375
-424
1233
$287K 0.01%
+8,552
1234
$287K 0.01%
56,402
+9,210
1235
$287K 0.01%
20,942
+1,112
1236
$286K 0.01%
46,360
+12,088
1237
$285K 0.01%
10,710
+3,241
1238
$285K 0.01%
+2,905
1239
$285K 0.01%
2
1240
$284K 0.01%
7,128
+394
1241
$284K 0.01%
5,698
+300
1242
$284K 0.01%
+4,463
1243
$284K 0.01%
7,634
-1,049
1244
$281K 0.01%
6,493
+2,168
1245
$280K 0.01%
4,017
+432
1246
$279K 0.01%
11,856
+950
1247
$279K 0.01%
25,961
+2,579
1248
$279K 0.01%
8,343
+152
1249
$278K 0.01%
10,791
+354
1250
$278K 0.01%
+10,873
48 49
50
51 52