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
2951
$2K ﹤0.01%
+366
2952
$2K ﹤0.01%
+148
2953
$2K ﹤0.01%
+255
2954
$2K ﹤0.01%
+13
2955
$2K ﹤0.01%
+407
2956
$2K ﹤0.01%
+585
2957
$2K ﹤0.01%
+390
2958
$2K ﹤0.01%
+173
2959
$2K ﹤0.01%
+414
2960
$2K ﹤0.01%
+247
2961
$2K ﹤0.01%
+181
2962
$2K ﹤0.01%
+191
2963
$2K ﹤0.01%
+1,635
2964
$2K ﹤0.01%
+7,533
2965
$2K ﹤0.01%
+931
2966
$2K ﹤0.01%
+977
2967
$1K ﹤0.01%
+83
2968
$1K ﹤0.01%
+1,176
2969
$1K ﹤0.01%
+14
2970
$1K ﹤0.01%
+62
2971
$1K ﹤0.01%
+240
2972
$1K ﹤0.01%
+125
2973
$1K ﹤0.01%
+5
2974
$1K ﹤0.01%
+50
2975
$1K ﹤0.01%
+59