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
2951
$2K ﹤0.01%
+191
2952
$2K ﹤0.01%
+1,635
2953
$2K ﹤0.01%
+7,533
2954
$2K ﹤0.01%
+931
2955
$2K ﹤0.01%
+977
2956
$2K ﹤0.01%
+77
2957
$2K ﹤0.01%
+90
2958
$2K ﹤0.01%
+67
2959
$2K ﹤0.01%
+557
2960
$2K ﹤0.01%
+1
2961
$2K ﹤0.01%
+612
2962
$2K ﹤0.01%
+390
2963
$2K ﹤0.01%
+366
2964
$2K ﹤0.01%
+148
2965
$2K ﹤0.01%
+255
2966
$2K ﹤0.01%
+13
2967
$1K ﹤0.01%
+608
2968
$1K ﹤0.01%
+76
2969
$1K ﹤0.01%
+108
2970
$1K ﹤0.01%
+259
2971
$1K ﹤0.01%
+10
2972
$1K ﹤0.01%
+1,176
2973
$1K ﹤0.01%
+240
2974
$1K ﹤0.01%
+189
2975
$1K ﹤0.01%
+6
117 118
119
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