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
3051
$0 ﹤0.01%
+35
3052
$0 ﹤0.01%
+10
3053
0
3054
$0 ﹤0.01%
+12
3055
$0 ﹤0.01%
+25
3056
$0 ﹤0.01%
+1
3057
$0 ﹤0.01%
+3
3058
0
3059
0
3060
$0 ﹤0.01%
+161
3061
$0 ﹤0.01%
+28
3062
$0 ﹤0.01%
+100
3063
$0 ﹤0.01%
+57
3064
0
3065
$0 ﹤0.01%
+52
3066
$0 ﹤0.01%
+21
3067
$0 ﹤0.01%
+177
3068
0
3069
$0 ﹤0.01%
+53
3070
$0 ﹤0.01%
+12
3071
$0 ﹤0.01%
+24
3072
$0 ﹤0.01%
+2
3073
$0 ﹤0.01%
+204
3074
$0 ﹤0.01%
+10
3075
$0 ﹤0.01%
1,993
-15,153