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
2926
$2K ﹤0.01%
+146
2927
$2K ﹤0.01%
+86
2928
$2K ﹤0.01%
+132
2929
$2K ﹤0.01%
+591
2930
$2K ﹤0.01%
+126
2931
$2K ﹤0.01%
+267
2932
$2K ﹤0.01%
+80
2933
$2K ﹤0.01%
+834
2934
$2K ﹤0.01%
+95
2935
$2K ﹤0.01%
+125
2936
$2K ﹤0.01%
+597
2937
$2K ﹤0.01%
+638
2938
$2K ﹤0.01%
+88
2939
$2K ﹤0.01%
+70
2940
$2K ﹤0.01%
+16
2941
$2K ﹤0.01%
+77
2942
$2K ﹤0.01%
+90
2943
$2K ﹤0.01%
+67
2944
$2K ﹤0.01%
+557
2945
$2K ﹤0.01%
+1
2946
$2K ﹤0.01%
+42
2947
$2K ﹤0.01%
+92
2948
$2K ﹤0.01%
+612
2949
$2K ﹤0.01%
+994
2950
$2K ﹤0.01%
+1,181
116 117
118
119 120