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
2826
$7K ﹤0.01%
+463
2827
$7K ﹤0.01%
+363
2828
$7K ﹤0.01%
+95
2829
$7K ﹤0.01%
+160
2830
$7K ﹤0.01%
+537
2831
$7K ﹤0.01%
224
-13
2832
$7K ﹤0.01%
+1,778
2833
$7K ﹤0.01%
+1,053
2834
$6K ﹤0.01%
+402
2835
$6K ﹤0.01%
+3,192
2836
$6K ﹤0.01%
+572
2837
$6K ﹤0.01%
+438
2838
$6K ﹤0.01%
+3,940
2839
$6K ﹤0.01%
+612
2840
$6K ﹤0.01%
+275
2841
$6K ﹤0.01%
+226
2842
$6K ﹤0.01%
+55
2843
$6K ﹤0.01%
+2,654
2844
$6K ﹤0.01%
+230
2845
$6K ﹤0.01%
+369
2846
$6K ﹤0.01%
+784
2847
$6K ﹤0.01%
+531
2848
$6K ﹤0.01%
+3,011
2849
$6K ﹤0.01%
+51
2850
$5K ﹤0.01%
+139