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
1301
$251K ﹤0.01%
8,001
+843
1302
$251K ﹤0.01%
+300
1303
$249K ﹤0.01%
14,634
+3,875
1304
$249K ﹤0.01%
19,437
+2,447
1305
$248K ﹤0.01%
+3,422
1306
$247K ﹤0.01%
+5,727
1307
$247K ﹤0.01%
11,822
+514
1308
$246K ﹤0.01%
9,777
+480
1309
$244K ﹤0.01%
11,254
+399
1310
$243K ﹤0.01%
+5,697
1311
$243K ﹤0.01%
+7,293
1312
$243K ﹤0.01%
+2,253
1313
$243K ﹤0.01%
+4,512
1314
$242K ﹤0.01%
9,464
+380
1315
$241K ﹤0.01%
4,839
-475
1316
$241K ﹤0.01%
14,333
+3,934
1317
$240K ﹤0.01%
+5,622
1318
$240K ﹤0.01%
6,124
-265
1319
$239K ﹤0.01%
+3,181
1320
$239K ﹤0.01%
16,228
+817
1321
$239K ﹤0.01%
+7,538
1322
$238K ﹤0.01%
16,647
+662
1323
$237K ﹤0.01%
+15,144
1324
$237K ﹤0.01%
+15,576
1325
$237K ﹤0.01%
11,241
-9,859
51 52
53
54 55