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
476
$10.1M 0.04%
56,193
+5,040
477
$10.1M 0.04%
202,369
+36,944
478
$10.1M 0.04%
559,828
+140,061
479
$9.99M 0.04%
+337,987
480
$9.95M 0.04%
328,372
+39,693
481
$9.94M 0.04%
558,214
+43,549
482
$9.89M 0.04%
83,717
+740
483
$9.88M 0.04%
401,301
+14,078
484
$9.88M 0.04%
308,097
+2,331
485
$9.82M 0.04%
283,347
+32,999
486
$9.8M 0.04%
89,920
+12,509
487
$9.72M 0.04%
331,362
+48,966
488
$9.66M 0.04%
188,860
+25,905
489
$9.58M 0.04%
150,641
+4,985
490
$9.52M 0.04%
72,978
-7,401
491
$9.46M 0.04%
203,339
-13,122
492
$9.38M 0.04%
757,948
+42,015
493
$9.29M 0.04%
86,223
+5,888
494
$9.22M 0.04%
306,272
+3,518
495
$9.2M 0.04%
283,181
+4,222
496
$9.19M 0.04%
166,168
+4,193
497
$9.18M 0.04%
148,816
-15,457
498
$9.13M 0.04%
181,573
-128,897
499
$9.12M 0.04%
112,792
+6,042
500
$9.11M 0.04%
157,389
+2,354
18 19
20
21 22