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
2501
$59K ﹤0.01%
+1,934
2502
$59K ﹤0.01%
+1,370
2503
$59K ﹤0.01%
+2,225
2504
$59K ﹤0.01%
6,579
-5,073
2505
$59K ﹤0.01%
+18,281
2506
$58K ﹤0.01%
9,526
-9,730
2507
$58K ﹤0.01%
+2,211
2508
$58K ﹤0.01%
+1,371
2509
$57K ﹤0.01%
+4,263
2510
$57K ﹤0.01%
+4,034
2511
$56K ﹤0.01%
+429
2512
$56K ﹤0.01%
11,442
-1,642
2513
$56K ﹤0.01%
+13,711
2514
$56K ﹤0.01%
+7,852
2515
$55K ﹤0.01%
+336
2516
$55K ﹤0.01%
351
-1,743
2517
$55K ﹤0.01%
+1,655
2518
$55K ﹤0.01%
+2,070
2519
$54K ﹤0.01%
+4,352
2520
$54K ﹤0.01%
+7,032
2521
$54K ﹤0.01%
+1,741
2522
$54K ﹤0.01%
+5,616
2523
$53K ﹤0.01%
+1,313
2524
$53K ﹤0.01%
+3,498
2525
$52K ﹤0.01%
19,326
+3,392
99 100
101
102 103