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
2901
$3K ﹤0.01%
+123
2902
$3K ﹤0.01%
+459
2903
$3K ﹤0.01%
+271
2904
$3K ﹤0.01%
+226
2905
$3K ﹤0.01%
+1,135
2906
$3K ﹤0.01%
+346
2907
$3K ﹤0.01%
+1,995
2908
$3K ﹤0.01%
+210
2909
$3K ﹤0.01%
+1,093
2910
$3K ﹤0.01%
+321
2911
$3K ﹤0.01%
+1,365
2912
$3K ﹤0.01%
+206
2913
$3K ﹤0.01%
+1,359
2914
$3K ﹤0.01%
+322
2915
$3K ﹤0.01%
+43
2916
$2K ﹤0.01%
+834
2917
$2K ﹤0.01%
+171
2918
$2K ﹤0.01%
+193
2919
$2K ﹤0.01%
+146
2920
$2K ﹤0.01%
+86
2921
$2K ﹤0.01%
+132
2922
$2K ﹤0.01%
+95
2923
$2K ﹤0.01%
+197
2924
$2K ﹤0.01%
+132
2925
$2K ﹤0.01%
+32
115 116
117
118 119