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
2751
$13K ﹤0.01%
+1,202
2752
$13K ﹤0.01%
+922
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%
+225
2758
$12K ﹤0.01%
+385
2759
$12K ﹤0.01%
+742
2760
$12K ﹤0.01%
+1,270
2761
$12K ﹤0.01%
+288
2762
$12K ﹤0.01%
+201
2763
$12K ﹤0.01%
+314
2764
$12K ﹤0.01%
+804
2765
$12K ﹤0.01%
+371
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%
+2,440
2772
$11K ﹤0.01%
+1,219
2773
$11K ﹤0.01%
+975
2774
$11K ﹤0.01%
+611
2775
$11K ﹤0.01%
+1,596