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
2526
$52K ﹤0.01%
+463
2527
$51K ﹤0.01%
7,389
-4,834
2528
$51K ﹤0.01%
+1,948
2529
$51K ﹤0.01%
+9,895
2530
$50K ﹤0.01%
+2,290
2531
$50K ﹤0.01%
+3,023
2532
$50K ﹤0.01%
+527
2533
$50K ﹤0.01%
+490
2534
$50K ﹤0.01%
25,269
-3,783
2535
$50K ﹤0.01%
2,016
2536
$49K ﹤0.01%
+41
2537
$49K ﹤0.01%
+3,269
2538
$49K ﹤0.01%
+787
2539
$49K ﹤0.01%
+3,149
2540
$49K ﹤0.01%
+1,423
2541
$49K ﹤0.01%
+4,569
2542
$49K ﹤0.01%
+2,053
2543
$48K ﹤0.01%
+7,472
2544
$48K ﹤0.01%
+3,235
2545
$48K ﹤0.01%
7,932
-6,008
2546
$47K ﹤0.01%
+2,424
2547
$47K ﹤0.01%
+14,399
2548
$46K ﹤0.01%
+6,769
2549
$46K ﹤0.01%
+2,290
2550
$46K ﹤0.01%
+4,111
100 101
102
103 104