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
2751
$13K ﹤0.01%
+3,973
2752
$13K ﹤0.01%
+258
2753
$13K ﹤0.01%
+631
2754
$13K ﹤0.01%
6,220
-4,172
2755
$13K ﹤0.01%
+1,851
2756
$13K ﹤0.01%
2,679
-9,162
2757
$12K ﹤0.01%
+314
2758
$12K ﹤0.01%
+804
2759
$12K ﹤0.01%
+225
2760
$12K ﹤0.01%
+371
2761
$12K ﹤0.01%
+385
2762
$12K ﹤0.01%
+742
2763
$12K ﹤0.01%
+1,270
2764
$12K ﹤0.01%
+5,753
2765
$12K ﹤0.01%
+201
2766
$12K ﹤0.01%
+544
2767
$12K ﹤0.01%
+551
2768
$12K ﹤0.01%
+1,785
2769
$12K ﹤0.01%
+413
2770
$12K ﹤0.01%
+3,548
2771
$11K ﹤0.01%
+611
2772
$11K ﹤0.01%
+1,596
2773
$11K ﹤0.01%
+537
2774
$11K ﹤0.01%
+36,470
2775
$11K ﹤0.01%
+352