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AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
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
+$15.1M
2
+$14.8M
3
+$8.25M
4
CVX icon
Chevron
CVX
+$7.14M
5
GE icon
GE Aerospace
GE
+$6.97M

Top Sells

1
+$13.4M
2
+$3.97M
3
+$1.85M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.55M
5
BMC
BMC SOFTWARE, INC
BMC
+$1.4M

Sector Composition

1 Financials 15.04%
2 Healthcare 11.49%
3 Technology 11.38%
4 Energy 8.66%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
– –
-11,364
1527
– –
-15,215
1528
– –
-833
1529
– –
-7,468
1530
– –
-566,077
1531
– –
-27,404
1532
– –
-410,933
1533
– –
-12,546
1534
– –
-13,081
1535
– –
-18,462
1536
– –
-31,117
1537
– –
-3,360
1538
– –
-8,418
1539
– –
-113,368
1540
– –
-11,407
1541
– –
-10,079
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