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
201
$6.05M 0.12%
66,921
-451
202
$6.04M 0.12%
81,469
+3,563
203
$6.03M 0.12%
148,781
+26,159
204
$5.99M 0.12%
163,413
+43,717
205
$5.96M 0.12%
117,953
+11,867
206
$5.94M 0.11%
173,443
+15,680
207
$5.93M 0.11%
65,140
+6,737
208
$5.84M 0.11%
64,542
+22,281
209
$5.79M 0.11%
80,568
+11,782
210
$5.79M 0.11%
541,278
+1,557
211
$5.78M 0.11%
28,616
+9,497
212
$5.75M 0.11%
120,422
+24,419
213
$5.75M 0.11%
109,618
+11,512
214
$5.71M 0.11%
178,444
+17,820
215
$5.71M 0.11%
121,335
+11,324
216
$5.7M 0.11%
730,290
+79,989
217
$5.66M 0.11%
111,999
+9,474
218
$5.66M 0.11%
423,933
+60,296
219
$5.6M 0.11%
149,642
+13,929
220
$5.59M 0.11%
88,095
+8,969
221
$5.58M 0.11%
133,263
+15,286
222
$5.55M 0.11%
235,055
+30,386
223
$5.52M 0.11%
71,809
+8,420
224
$5.51M 0.11%
106,154
+11,230
225
$5.49M 0.11%
74,104
+13,332
7 8
9
10 11