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
2776
$11K ﹤0.01%
+537
2777
$11K ﹤0.01%
+352
2778
$11K ﹤0.01%
+36,470
2779
$10K ﹤0.01%
1,074
+494
2780
$10K ﹤0.01%
+348
2781
$10K ﹤0.01%
+288
2782
$10K ﹤0.01%
+694
2783
$10K ﹤0.01%
+483
2784
$10K ﹤0.01%
+1,159
2785
$10K ﹤0.01%
+1,221
2786
$10K ﹤0.01%
+1,435
2787
$10K ﹤0.01%
+1,248
2788
$10K ﹤0.01%
+374
2789
$10K ﹤0.01%
+391
2790
$10K ﹤0.01%
4,783
-6,789
2791
$9K ﹤0.01%
1,483
-9,890
2792
$9K ﹤0.01%
+598
2793
$9K ﹤0.01%
+654
2794
$9K ﹤0.01%
+142
2795
$9K ﹤0.01%
+973
2796
$9K ﹤0.01%
+1,431
2797
$9K ﹤0.01%
+272
2798
$9K ﹤0.01%
+685
2799
$9K ﹤0.01%
+390
2800
$9K ﹤0.01%
+568