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
2626
$30K ﹤0.01%
+1,512
2627
$30K ﹤0.01%
+850
2628
$29K ﹤0.01%
+142
2629
$29K ﹤0.01%
+614
2630
$29K ﹤0.01%
+5,252
2631
$29K ﹤0.01%
+1,015
2632
$29K ﹤0.01%
+1,396
2633
$29K ﹤0.01%
+1,419
2634
$29K ﹤0.01%
6,691
-6,230
2635
$29K ﹤0.01%
27,923
-259,340
2636
$29K ﹤0.01%
+1,124
2637
$28K ﹤0.01%
+3,161
2638
$28K ﹤0.01%
+1,960
2639
$28K ﹤0.01%
+3,284
2640
$28K ﹤0.01%
+617
2641
$28K ﹤0.01%
+1,127
2642
$27K ﹤0.01%
+4,825
2643
$27K ﹤0.01%
+2,726
2644
$27K ﹤0.01%
+109
2645
$27K ﹤0.01%
+749
2646
$27K ﹤0.01%
+1,896
2647
$26K ﹤0.01%
+5,477
2648
$26K ﹤0.01%
+1,424
2649
$26K ﹤0.01%
+6,077
2650
$26K ﹤0.01%
+2,456