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
1376
$214K ﹤0.01%
+10,092
1377
$213K ﹤0.01%
11,127
+1,844
1378
$213K ﹤0.01%
+3,674
1379
$212K ﹤0.01%
+4,945
1380
$211K ﹤0.01%
+3,995
1381
$211K ﹤0.01%
17,692
-1,211
1382
$211K ﹤0.01%
28,310
+3,853
1383
$211K ﹤0.01%
+6,888
1384
$210K ﹤0.01%
+7,885
1385
$210K ﹤0.01%
48,616
+25,789
1386
$209K ﹤0.01%
11,120
-741
1387
$208K ﹤0.01%
+4,239
1388
$207K ﹤0.01%
+5,637
1389
$207K ﹤0.01%
+5,685
1390
$207K ﹤0.01%
6,085
-5,304
1391
$207K ﹤0.01%
+3,606
1392
$207K ﹤0.01%
+9,695
1393
$206K ﹤0.01%
+5,023
1394
$206K ﹤0.01%
12,335
+1,501
1395
$205K ﹤0.01%
+6,347
1396
$205K ﹤0.01%
16,085
+3,424
1397
$205K ﹤0.01%
19,256
+739
1398
$205K ﹤0.01%
+554
1399
$205K ﹤0.01%
+4,850
1400
$204K ﹤0.01%
+12,764
54 55
56
57 58