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