AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
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
+$23.2M
2
+$21M
3
+$20.5M
4
DOW icon
Dow Inc
DOW
+$20.2M
5
JPM icon
JPMorgan Chase
JPM
+$15.1M

Top Sells

1
+$36.1M
2
+$19.3M
3
+$17.8M
4
AGNC icon
AGNC Investment
AGNC
+$15.5M
5
INTC icon
Intel
INTC
+$13.7M

Sector Composition

1 Technology 18.55%
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%
+2,290
2549
$46K ﹤0.01%
+4,111
2550
$46K ﹤0.01%
+3,742
100 101
102
103 104