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
2726
$15K ﹤0.01%
+1,071
2727
$15K ﹤0.01%
+1,052
2728
$15K ﹤0.01%
713
-771
2729
$15K ﹤0.01%
16,315
-102,713
2730
$15K ﹤0.01%
+2,067
2731
$15K ﹤0.01%
+126
2732
$15K ﹤0.01%
+4,905
2733
$15K ﹤0.01%
+532
2734
$15K ﹤0.01%
+6,775
2735
$15K ﹤0.01%
+1,739
2736
$15K ﹤0.01%
+4,285
2737
$14K ﹤0.01%
+136
2738
$14K ﹤0.01%
+724
2739
$14K ﹤0.01%
+432
2740
$14K ﹤0.01%
+338
2741
$14K ﹤0.01%
+2,808
2742
$14K ﹤0.01%
+1,551
2743
$14K ﹤0.01%
+5,192
2744
$14K ﹤0.01%
+667
2745
$14K ﹤0.01%
+5,632
2746
$13K ﹤0.01%
+3,973
2747
$13K ﹤0.01%
+258
2748
$13K ﹤0.01%
+353
2749
$13K ﹤0.01%
+1,434
2750
$13K ﹤0.01%
+1,758
108 109
110
111 112