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
2901
$3K ﹤0.01%
+123
2902
$3K ﹤0.01%
+459
2903
$3K ﹤0.01%
+271
2904
$3K ﹤0.01%
+66
2905
$3K ﹤0.01%
+204
2906
$3K ﹤0.01%
+226
2907
$3K ﹤0.01%
+1,135
2908
$3K ﹤0.01%
+346
2909
$3K ﹤0.01%
+1,995
2910
$3K ﹤0.01%
+210
2911
$3K ﹤0.01%
+1,093
2912
$3K ﹤0.01%
+321
2913
$3K ﹤0.01%
+1,365
2914
$3K ﹤0.01%
+206
2915
$3K ﹤0.01%
+1,359
2916
$2K ﹤0.01%
+197
2917
$2K ﹤0.01%
+132
2918
$2K ﹤0.01%
+77
2919
$2K ﹤0.01%
+32
2920
$2K ﹤0.01%
+19
2921
$2K ﹤0.01%
+97
2922
$2K ﹤0.01%
+32
2923
$2K ﹤0.01%
+76
2924
$2K ﹤0.01%
+171
2925
$2K ﹤0.01%
+193