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
2651
$26K ﹤0.01%
+1,755
2652
$25K ﹤0.01%
6,225
-10,195
2653
$25K ﹤0.01%
+577
2654
$25K ﹤0.01%
+1,365
2655
$25K ﹤0.01%
+2,128
2656
$25K ﹤0.01%
+1,903
2657
$25K ﹤0.01%
26,625
2658
$25K ﹤0.01%
+758
2659
$25K ﹤0.01%
+506
2660
$25K ﹤0.01%
+1,194
2661
$25K ﹤0.01%
+2,031
2662
$24K ﹤0.01%
+440
2663
$24K ﹤0.01%
+1,349
2664
$24K ﹤0.01%
+4,467
2665
$24K ﹤0.01%
+262
2666
$24K ﹤0.01%
+3,824
2667
$24K ﹤0.01%
+865
2668
$24K ﹤0.01%
+506
2669
$24K ﹤0.01%
+1,291
2670
$23K ﹤0.01%
+44
2671
$23K ﹤0.01%
8,441
-2,331
2672
$23K ﹤0.01%
23,442
+12,645
2673
$23K ﹤0.01%
+1,757
2674
$23K ﹤0.01%
+2,803
2675
$23K ﹤0.01%
+1,525