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
176
$6.69M 0.13%
424,474
+25,216
177
$6.68M 0.13%
70,112
+6,404
178
$6.67M 0.13%
218,302
+35,074
179
$6.58M 0.13%
95,652
+6,234
180
$6.58M 0.13%
89,348
+29,091
181
$6.56M 0.13%
49,372
+4,613
182
$6.49M 0.13%
1,502,033
+323,263
183
$6.46M 0.12%
569,019
+88,408
184
$6.42M 0.12%
183,420
+26,743
185
$6.36M 0.12%
210,736
+30,222
186
$6.35M 0.12%
96,548
+12,585
187
$6.27M 0.12%
189,028
+20,626
188
$6.26M 0.12%
23,927
+1,288
189
$6.25M 0.12%
14,794
+2,664
190
$6.22M 0.12%
143,243
+17,869
191
$6.2M 0.12%
55,542
+5,839
192
$6.19M 0.12%
545,183
+96,989
193
$6.18M 0.12%
720,876
+106,425
194
$6.18M 0.12%
101,083
+15,228
195
$6.15M 0.12%
62,412
+6,510
196
$6.13M 0.12%
121,167
+3,705
197
$6.11M 0.12%
263,560
+27,153
198
$6.1M 0.12%
1,276,436
+469,696
199
$6.09M 0.12%
22,502
+3,161
200
$6.06M 0.12%
74,403
+5,945
6 7
8
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