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
2676
$22K ﹤0.01%
+864
2677
$22K ﹤0.01%
+1,270
2678
$22K ﹤0.01%
+1,862
2679
$22K ﹤0.01%
+1,848
2680
$22K ﹤0.01%
+6,457
2681
0
2682
$22K ﹤0.01%
+1,653
2683
$22K ﹤0.01%
+1,087
2684
$21K ﹤0.01%
+749
2685
$21K ﹤0.01%
+469
2686
$21K ﹤0.01%
+740
2687
$21K ﹤0.01%
+745
2688
$21K ﹤0.01%
+1,451
2689
$21K ﹤0.01%
+636
2690
$21K ﹤0.01%
8,614
-15,179
2691
$21K ﹤0.01%
+358
2692
$20K ﹤0.01%
+250
2693
$20K ﹤0.01%
+582
2694
$20K ﹤0.01%
+1,307
2695
$20K ﹤0.01%
+2,730
2696
$20K ﹤0.01%
+5,005
2697
$19K ﹤0.01%
+91
2698
$19K ﹤0.01%
+1,232
2699
$19K ﹤0.01%
+19
2700
$19K ﹤0.01%
+466