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
3001
$1K ﹤0.01%
+36
3002
$1K ﹤0.01%
+107
3003
$1K ﹤0.01%
+239
3004
$1K ﹤0.01%
+55
3005
$1K ﹤0.01%
+22
3006
$1K ﹤0.01%
+98
3007
$1K ﹤0.01%
+108
3008
$1K ﹤0.01%
+37
3009
$1K ﹤0.01%
767
-15,163
3010
$1K ﹤0.01%
+112
3011
$1K ﹤0.01%
+293
3012
$1K ﹤0.01%
+278
3013
$1K ﹤0.01%
+3,011
3014
$1K ﹤0.01%
+261
3015
$1K ﹤0.01%
+3,333
3016
$1K ﹤0.01%
+94
3017
$1K ﹤0.01%
+176
3018
$1K ﹤0.01%
+800
3019
$1K ﹤0.01%
+431
3020
-47,390
3021
-7,368
3022
-51,796
3023
-111,072
3024
-19,635
3025
-26,530