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
2626
$30K ﹤0.01%
+1,512
2627
$30K ﹤0.01%
+850
2628
$29K ﹤0.01%
+142
2629
$29K ﹤0.01%
+5,252
2630
$29K ﹤0.01%
+1,015
2631
$29K ﹤0.01%
+1,396
2632
$29K ﹤0.01%
+1,419
2633
$29K ﹤0.01%
6,691
-6,230
2634
$29K ﹤0.01%
27,923
-259,340
2635
$29K ﹤0.01%
+614
2636
$29K ﹤0.01%
+1,124
2637
$28K ﹤0.01%
+3,284
2638
$28K ﹤0.01%
+617
2639
$28K ﹤0.01%
+3,161
2640
$28K ﹤0.01%
+1,960
2641
$28K ﹤0.01%
+1,127
2642
$27K ﹤0.01%
+749
2643
$27K ﹤0.01%
+1,896
2644
$27K ﹤0.01%
+4,825
2645
$27K ﹤0.01%
+2,726
2646
$27K ﹤0.01%
+109
2647
$26K ﹤0.01%
+5,477
2648
$26K ﹤0.01%
+1,424
2649
$26K ﹤0.01%
+6,077
2650
$26K ﹤0.01%
+2,456
104 105
106
107 108