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 18.55%
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
2976
$1K ﹤0.01%
+34
2977
$1K ﹤0.01%
+325
2978
$1K ﹤0.01%
+5
2979
$1K ﹤0.01%
+192
2980
$1K ﹤0.01%
+608
2981
$1K ﹤0.01%
+76
2982
$1K ﹤0.01%
+108
2983
$1K ﹤0.01%
+259
2984
$1K ﹤0.01%
+10
2985
$1K ﹤0.01%
+1,176
2986
$1K ﹤0.01%
+14
2987
$1K ﹤0.01%
+62
2988
$1K ﹤0.01%
+240
2989
$1K ﹤0.01%
+76
2990
$1K ﹤0.01%
+9
2991
$1K ﹤0.01%
+189
2992
$1K ﹤0.01%
+71
2993
$1K ﹤0.01%
+305
2994
$1K ﹤0.01%
+125
2995
$1K ﹤0.01%
+340
2996
$1K ﹤0.01%
+110
2997
$1K ﹤0.01%
+6
2998
$1K ﹤0.01%
+36
2999
$1K ﹤0.01%
+107
3000
$1K ﹤0.01%
+239