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
2551
$46K ﹤0.01%
+3,742
2552
$46K ﹤0.01%
+1,228
2553
$46K ﹤0.01%
+4,858
2554
$45K ﹤0.01%
+800
2555
$45K ﹤0.01%
+2,341
2556
$45K ﹤0.01%
+2,579
2557
$45K ﹤0.01%
+1,557
2558
$44K ﹤0.01%
+745
2559
$44K ﹤0.01%
+4,663
2560
$43K ﹤0.01%
+1,458
2561
$43K ﹤0.01%
709
-2,005
2562
$43K ﹤0.01%
610
-1,574
2563
$43K ﹤0.01%
+1,650
2564
$43K ﹤0.01%
+3,601
2565
$43K ﹤0.01%
+3,590
2566
$42K ﹤0.01%
+1,912
2567
$42K ﹤0.01%
+1,306
2568
$42K ﹤0.01%
+3,065
2569
$42K ﹤0.01%
+1,150
2570
$41K ﹤0.01%
+2,068
2571
$41K ﹤0.01%
+1,094
2572
$41K ﹤0.01%
+385
2573
$41K ﹤0.01%
+2,027
2574
$41K ﹤0.01%
+7,105
2575
$41K ﹤0.01%
+6,668