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
$24.5B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,093
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$21.7M
3
+$21.1M
4
DOW icon
Dow Inc
DOW
+$18.9M
5
TRV icon
Travelers Companies
TRV
+$15.5M

Top Sells

1
+$36.3M
2
+$20M
3
+$15M
4
DD icon
DuPont de Nemours
DD
+$14.1M
5
INTC icon
Intel
INTC
+$13.3M

Sector Composition

1 Technology 18.58%
2 Financials 16.83%
3 Healthcare 12.9%
4 Consumer Discretionary 10.27%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$70K ﹤0.01%
+6,272
2477
$70K ﹤0.01%
+4,318
2478
$69K ﹤0.01%
+670
2479
$68K ﹤0.01%
+7,189
2480
$67K ﹤0.01%
+5,127
2481
$67K ﹤0.01%
+3,531
2482
$66K ﹤0.01%
+5,133
2483
$65K ﹤0.01%
+3,427
2484
$65K ﹤0.01%
+1,394
2485
$65K ﹤0.01%
+587
2486
$65K ﹤0.01%
10,447
-7,018
2487
$64K ﹤0.01%
+9,619
2488
$63K ﹤0.01%
+125
2489
$63K ﹤0.01%
+6,522
2490
$62K ﹤0.01%
+2,987
2491
$62K ﹤0.01%
+1,613
2492
$61K ﹤0.01%
+4,725
2493
$61K ﹤0.01%
16,165
-4,938
2494
$61K ﹤0.01%
+5,441
2495
$61K ﹤0.01%
9,260
-2,510
2496
$61K ﹤0.01%
+10,326
2497
$61K ﹤0.01%
37,644
-46,890
2498
$60K ﹤0.01%
+4,746
2499
$59K ﹤0.01%
+4,145
2500
$59K ﹤0.01%
+2,732
98 99
100
101 102