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
1351
$227K ﹤0.01%
7,893
+1,512
1352
$226K ﹤0.01%
17,066
+967
1353
$225K ﹤0.01%
+3,806
1354
$225K ﹤0.01%
+14,132
1355
$225K ﹤0.01%
4,238
+14
1356
$224K ﹤0.01%
+4,978
1357
$224K ﹤0.01%
6,441
+134
1358
$223K ﹤0.01%
+1,447
1359
$223K ﹤0.01%
+7,631
1360
$222K ﹤0.01%
13,651
-349
1361
$222K ﹤0.01%
69,556
-13,832
1362
$220K ﹤0.01%
+4,405
1363
$220K ﹤0.01%
+8,873
1364
$220K ﹤0.01%
+5,940
1365
$219K ﹤0.01%
+7,986
1366
$219K ﹤0.01%
+20,536
1367
$219K ﹤0.01%
+587
1368
$218K ﹤0.01%
+3,764
1369
$218K ﹤0.01%
8,535
+687
1370
$217K ﹤0.01%
+1,842
1371
$217K ﹤0.01%
+9,968
1372
$217K ﹤0.01%
+10,019
1373
$216K ﹤0.01%
+4,272
1374
$216K ﹤0.01%
8,330
+236
1375
$215K ﹤0.01%
5,958
-23
53 54
55
56 57