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
2576
$40K ﹤0.01%
+5,089
2577
$40K ﹤0.01%
+9,945
2578
$40K ﹤0.01%
10,171
-4,854
2579
$39K ﹤0.01%
+995
2580
$39K ﹤0.01%
+1
2581
$39K ﹤0.01%
+782
2582
$39K ﹤0.01%
+956
2583
$39K ﹤0.01%
+3,932
2584
$39K ﹤0.01%
+19,816
2585
$38K ﹤0.01%
+709
2586
$38K ﹤0.01%
+1,924
2587
$38K ﹤0.01%
11,577
-7,951
2588
$38K ﹤0.01%
+5,512
2589
$38K ﹤0.01%
6,155
-6,732
2590
$38K ﹤0.01%
+2,113
2591
$37K ﹤0.01%
+2,362
2592
$37K ﹤0.01%
+1,230
2593
$37K ﹤0.01%
+3,069
2594
$37K ﹤0.01%
+3,349
2595
$37K ﹤0.01%
+4,469
2596
$37K ﹤0.01%
+1,025
2597
$37K ﹤0.01%
7,530
-13,878
2598
$36K ﹤0.01%
+933
2599
$36K ﹤0.01%
+2,641
2600
$35K ﹤0.01%
+957
102 103
104
105 106