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
2651
$26K ﹤0.01%
+1,755
2652
$25K ﹤0.01%
26,625
2653
$25K ﹤0.01%
+758
2654
$25K ﹤0.01%
+1,194
2655
$25K ﹤0.01%
+506
2656
$25K ﹤0.01%
+1,365
2657
$25K ﹤0.01%
+2,128
2658
$25K ﹤0.01%
+1,903
2659
$25K ﹤0.01%
+2,031
2660
$25K ﹤0.01%
6,225
-10,195
2661
$25K ﹤0.01%
+577
2662
$24K ﹤0.01%
+262
2663
$24K ﹤0.01%
+3,824
2664
$24K ﹤0.01%
+506
2665
$24K ﹤0.01%
+1,291
2666
$24K ﹤0.01%
+440
2667
$24K ﹤0.01%
+1,349
2668
$24K ﹤0.01%
+4,467
2669
$24K ﹤0.01%
+865
2670
$23K ﹤0.01%
+1,757
2671
$23K ﹤0.01%
+44
2672
$23K ﹤0.01%
8,441
-2,331
2673
$23K ﹤0.01%
+2,803
2674
$23K ﹤0.01%
+1,525
2675
$23K ﹤0.01%
1,563
+843
105 106
107
108 109