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
3076
$0 ﹤0.01%
+557
3077
$0 ﹤0.01%
+1,493
3078
-86,966
3079
-45,071
3080
-34,227
3081
$0 ﹤0.01%
+384
3082
-32,970
3083
-27,567
3084
$0 ﹤0.01%
+3,729
3085
-18,354
3086
$0 ﹤0.01%
+478
3087
-47,038
3088
$0 ﹤0.01%
+48
3089
$0 ﹤0.01%
+346
3090
$0 ﹤0.01%
+231
3091
-11,436
3092
$0 ﹤0.01%
+67
3093
-240,250