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
1326
$237K ﹤0.01%
+7,650
1327
$236K ﹤0.01%
15,267
+766
1328
$236K ﹤0.01%
7,045
-509
1329
$236K ﹤0.01%
7,856
+8
1330
$236K ﹤0.01%
+5,866
1331
$234K ﹤0.01%
+15,346
1332
$234K ﹤0.01%
+7,361
1333
$234K ﹤0.01%
63,872
+30,170
1334
$234K ﹤0.01%
+7,544
1335
$233K ﹤0.01%
945
+452
1336
$231K ﹤0.01%
12,314
+895
1337
$231K ﹤0.01%
9,005
+464
1338
$231K ﹤0.01%
39,401
+15,414
1339
$231K ﹤0.01%
+5,822
1340
$230K ﹤0.01%
4,116
-1,192
1341
$230K ﹤0.01%
+2,402
1342
$230K ﹤0.01%
+7,778
1343
$229K ﹤0.01%
+2,614
1344
$229K ﹤0.01%
+2,144
1345
$228K ﹤0.01%
9,136
-119
1346
$228K ﹤0.01%
19,540
+51
1347
$228K ﹤0.01%
+3,823
1348
$228K ﹤0.01%
+4,330
1349
$227K ﹤0.01%
+2,189
1350
$227K ﹤0.01%
+16,171
52 53
54
55 56