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
1401
$204K ﹤0.01%
+3,415
1402
$204K ﹤0.01%
+2,474
1403
$204K ﹤0.01%
+5,594
1404
$204K ﹤0.01%
+6,812
1405
$203K ﹤0.01%
+4,383
1406
$203K ﹤0.01%
+6,159
1407
$203K ﹤0.01%
+4,046
1408
$202K ﹤0.01%
5,487
-31
1409
$202K ﹤0.01%
+1,463
1410
$202K ﹤0.01%
+8,758
1411
$201K ﹤0.01%
+1,489
1412
$198K ﹤0.01%
39,145
+1,753
1413
$197K ﹤0.01%
+11,858
1414
$197K ﹤0.01%
13,525
+3,136
1415
$196K ﹤0.01%
2,064
+32
1416
$194K ﹤0.01%
56,042
+13,454
1417
$192K ﹤0.01%
31,625
+19,565
1418
$190K ﹤0.01%
1,452
-1
1419
$183K ﹤0.01%
13,615
+1,251
1420
$183K ﹤0.01%
26,251
-896
1421
$181K ﹤0.01%
+12,754
1422
$180K ﹤0.01%
10,835
+609
1423
$179K ﹤0.01%
14,962
+1,350
1424
$178K ﹤0.01%
12,407
-2,130
1425
$177K ﹤0.01%
+10,023
55 56
57
58 59