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
1476
$87K ﹤0.01%
+13,080
1477
$86K ﹤0.01%
+10,138
1478
$86K ﹤0.01%
+20,621
1479
$83K ﹤0.01%
15,468
-719
1480
$76K ﹤0.01%
13,538
+728
1481
$76K ﹤0.01%
12,092
-259
1482
$75K ﹤0.01%
10,295
-4,370
1483
$73K ﹤0.01%
10,367
-1,653
1484
$72K ﹤0.01%
13,291
+263
1485
$72K ﹤0.01%
+5,744
1486
$71K ﹤0.01%
+35,843
1487
$68K ﹤0.01%
+3,165
1488
$67K ﹤0.01%
+12,081
1489
$66K ﹤0.01%
11,745
1490
$65K ﹤0.01%
+2,719
1491
$64K ﹤0.01%
6
+3
1492
$63K ﹤0.01%
+19,980
1493
$59K ﹤0.01%
+10,000
1494
$56K ﹤0.01%
+10,839
1495
$56K ﹤0.01%
28,530
+6,402
1496
$55K ﹤0.01%
238
-125
1497
$54K ﹤0.01%
16,593
-9,859
1498
$51K ﹤0.01%
14,937
+3,743
1499
$48K ﹤0.01%
22,703
+8,003
1500
$46K ﹤0.01%
20,438
+5,187
58 59
60
61 62