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
2701
$18K ﹤0.01%
+2,130
2702
$18K ﹤0.01%
+7,231
2703
$18K ﹤0.01%
+599
2704
$18K ﹤0.01%
+327
2705
$18K ﹤0.01%
+804
2706
$18K ﹤0.01%
+2,705
2707
$18K ﹤0.01%
+660
2708
$17K ﹤0.01%
+2,688
2709
$17K ﹤0.01%
+5,269
2710
$17K ﹤0.01%
8,702
-14,283
2711
$17K ﹤0.01%
+1,254
2712
$17K ﹤0.01%
+885
2713
$17K ﹤0.01%
486
-720
2714
$17K ﹤0.01%
+881
2715
$17K ﹤0.01%
+1,883
2716
$16K ﹤0.01%
+823
2717
$16K ﹤0.01%
+157
2718
$16K ﹤0.01%
+1,087
2719
$16K ﹤0.01%
+1,141
2720
$16K ﹤0.01%
+2,251
2721
$16K ﹤0.01%
+633
2722
$16K ﹤0.01%
+1,197
2723
$16K ﹤0.01%
+624
2724
$16K ﹤0.01%
+2,316
2725
$16K ﹤0.01%
+1,726
107 108
109
110 111