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
2876
$4K ﹤0.01%
+7,634
2877
$4K ﹤0.01%
889
-12,171
2878
$4K ﹤0.01%
+255
2879
$4K ﹤0.01%
+287
2880
$4K ﹤0.01%
+70
2881
$4K ﹤0.01%
+624
2882
$4K ﹤0.01%
329
-2,448
2883
$4K ﹤0.01%
77,442
-57,112
2884
$3K ﹤0.01%
+1,234
2885
$3K ﹤0.01%
+7
2886
$3K ﹤0.01%
+1,810
2887
$3K ﹤0.01%
+779
2888
$3K ﹤0.01%
+96
2889
$3K ﹤0.01%
+102
2890
$3K ﹤0.01%
+322
2891
$3K ﹤0.01%
+43
2892
$3K ﹤0.01%
+26
2893
$3K ﹤0.01%
+328
2894
$3K ﹤0.01%
+709
2895
$3K ﹤0.01%
+91
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