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
2801
$9K ﹤0.01%
+54
2802
$9K ﹤0.01%
+231
2803
$9K ﹤0.01%
+478
2804
$8K ﹤0.01%
+429
2805
$8K ﹤0.01%
+50
2806
$8K ﹤0.01%
+551
2807
$8K ﹤0.01%
+151
2808
$8K ﹤0.01%
+303
2809
$8K ﹤0.01%
+2,400
2810
$8K ﹤0.01%
+506
2811
$8K ﹤0.01%
145
-773
2812
$8K ﹤0.01%
+2,232
2813
$8K ﹤0.01%
+1,603
2814
$8K ﹤0.01%
+950
2815
$8K ﹤0.01%
+60
2816
$8K ﹤0.01%
+455
2817
$8K ﹤0.01%
+458
2818
$8K ﹤0.01%
+1,027
2819
$7K ﹤0.01%
+714
2820
$7K ﹤0.01%
+200
2821
$7K ﹤0.01%
+1,690
2822
$7K ﹤0.01%
+210
2823
$7K ﹤0.01%
+667
2824
$7K ﹤0.01%
2,084
-2
2825
$7K ﹤0.01%
+18