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
2876
$4K ﹤0.01%
+133
2877
$4K ﹤0.01%
+624
2878
$4K ﹤0.01%
329
-2,448
2879
$4K ﹤0.01%
77,442
-57,112
2880
$4K ﹤0.01%
+182
2881
$4K ﹤0.01%
+1,393
2882
$4K ﹤0.01%
+7,634
2883
$4K ﹤0.01%
889
-12,171
2884
$3K ﹤0.01%
+26
2885
$3K ﹤0.01%
+328
2886
$3K ﹤0.01%
+709
2887
$3K ﹤0.01%
+91
2888
$3K ﹤0.01%
+66
2889
$3K ﹤0.01%
+204
2890
$3K ﹤0.01%
+1,234
2891
$3K ﹤0.01%
+7
2892
$3K ﹤0.01%
+1,810
2893
$3K ﹤0.01%
+779
2894
$3K ﹤0.01%
+96
2895
$3K ﹤0.01%
+102
2896
$3K ﹤0.01%
+1,039
2897
$3K ﹤0.01%
+132
2898
$3K ﹤0.01%
+91
2899
$3K ﹤0.01%
+62
2900
$3K ﹤0.01%
+828
114 115
116
117 118