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
2601
$35K ﹤0.01%
+1,753
2602
$35K ﹤0.01%
+1,517
2603
$35K ﹤0.01%
+7,255
2604
$35K ﹤0.01%
+701
2605
$35K ﹤0.01%
+40
2606
$35K ﹤0.01%
+2,832
2607
$34K ﹤0.01%
+1,971
2608
$34K ﹤0.01%
+95
2609
$34K ﹤0.01%
+1,741
2610
$33K ﹤0.01%
+15,026
2611
$33K ﹤0.01%
+935
2612
$33K ﹤0.01%
+2,997
2613
$33K ﹤0.01%
+2,370
2614
$32K ﹤0.01%
+1,927
2615
$32K ﹤0.01%
+3,999
2616
$32K ﹤0.01%
+431
2617
$32K ﹤0.01%
+3,727
2618
$31K ﹤0.01%
+6,482
2619
$31K ﹤0.01%
+1,169
2620
$31K ﹤0.01%
+866
2621
$31K ﹤0.01%
+1,589
2622
$31K ﹤0.01%
5,238
+1,879
2623
$31K ﹤0.01%
+79
2624
$31K ﹤0.01%
+5,073
2625
$30K ﹤0.01%
+1,914