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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
3001
$1K ﹤0.01%
+108
3002
$1K ﹤0.01%
767
-15,163
3003
$1K ﹤0.01%
+176
3004
$1K ﹤0.01%
+800
3005
$1K ﹤0.01%
+431
3006
$1K ﹤0.01%
+34
3007
$1K ﹤0.01%
+125
3008
$1K ﹤0.01%
+254
3009
$1K ﹤0.01%
+561
3010
$1K ﹤0.01%
+71
3011
$1K ﹤0.01%
+305
3012
$1K ﹤0.01%
+125
3013
$1K ﹤0.01%
+340
3014
$1K ﹤0.01%
+110
3015
$1K ﹤0.01%
+240
3016
$1K ﹤0.01%
+10
3017
$1K ﹤0.01%
+1,176
3018
$1K ﹤0.01%
+14
3019
$1K ﹤0.01%
+62
3020
$0 ﹤0.01%
+177
3021
0
3022
$0 ﹤0.01%
+384
3023
$0 ﹤0.01%
+346
3024
0
3025
$0 ﹤0.01%
+7