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
2776
$11K ﹤0.01%
+1,219
2777
$11K ﹤0.01%
+975
2778
$11K ﹤0.01%
+2,440
2779
$10K ﹤0.01%
+391
2780
$10K ﹤0.01%
+288
2781
$10K ﹤0.01%
+694
2782
$10K ﹤0.01%
+348
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%
4,783
-6,789
2790
$10K ﹤0.01%
1,074
+494
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