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
851
$3.39M 0.01%
92,289
+33,328
852
$3.38M 0.01%
241,559
+132,147
853
$3.37M 0.01%
171,111
+16,079
854
$3.36M 0.01%
66,404
+11,229
855
$3.36M 0.01%
55,384
+748
856
$3.35M 0.01%
65,014
+1,097
857
$3.35M 0.01%
73,962
+7,887
858
$3.34M 0.01%
61,655
+2,139
859
$3.33M 0.01%
23,035
+212
860
$3.32M 0.01%
59,465
-5,433
861
$3.32M 0.01%
24,425
+1,686
862
$3.31M 0.01%
28,013
+5,834
863
$3.3M 0.01%
23,281
-343
864
$3.27M 0.01%
31,384
-7,752
865
$3.27M 0.01%
68,210
+2,913
866
$3.26M 0.01%
31,482
-120
867
$3.26M 0.01%
53,142
+1,560
868
$3.24M 0.01%
97,590
+17,500
869
$3.23M 0.01%
45,092
+1,944
870
$3.23M 0.01%
21,696
+1,761
871
$3.23M 0.01%
4,735
+17
872
$3.22M 0.01%
25,883
+5,401
873
$3.22M 0.01%
46,414
+11,706
874
$3.21M 0.01%
209,000
-26,395
875
$3.2M 0.01%
58,735
-50,863
33 34
35
36 37