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
2926
$2K ﹤0.01%
+19
2927
$2K ﹤0.01%
+97
2928
$2K ﹤0.01%
+32
2929
$2K ﹤0.01%
+76
2930
$2K ﹤0.01%
+591
2931
$2K ﹤0.01%
+126
2932
$2K ﹤0.01%
+267
2933
$2K ﹤0.01%
+80
2934
$2K ﹤0.01%
+125
2935
$2K ﹤0.01%
+597
2936
$2K ﹤0.01%
+638
2937
$2K ﹤0.01%
+88
2938
$2K ﹤0.01%
+70
2939
$2K ﹤0.01%
+16
2940
$2K ﹤0.01%
+77
2941
$2K ﹤0.01%
+42
2942
$2K ﹤0.01%
+92
2943
$2K ﹤0.01%
+994
2944
$2K ﹤0.01%
+1,181
2945
$2K ﹤0.01%
+407
2946
$2K ﹤0.01%
+585
2947
$2K ﹤0.01%
+173
2948
$2K ﹤0.01%
+414
2949
$2K ﹤0.01%
+247
2950
$2K ﹤0.01%
+181
116 117
118
119 120