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
876
$3.2M 0.01%
130,543
-12,807
877
$3.19M 0.01%
97,656
-20,245
878
$3.19M 0.01%
38,277
+1,177
879
$3.18M 0.01%
58,793
+1,503
880
$3.16M 0.01%
75,220
-24,067
881
$3.13M 0.01%
1,057,131
-1,128,624
882
$3.12M 0.01%
29,858
+927
883
$3.12M 0.01%
138,076
-29,276
884
$3.1M 0.01%
10,833
-239
885
$3.09M 0.01%
797,169
-145,705
886
$3.09M 0.01%
68,630
-4,933
887
$3.07M 0.01%
200,622
+83,770
888
$3.07M 0.01%
98,601
-14,235
889
$3.06M 0.01%
23,975
+22,019
890
$3.06M 0.01%
143,089
+15,151
891
$3.06M 0.01%
35,566
+4,557
892
$3.04M 0.01%
24,435
-11,033
893
$3.02M 0.01%
113,712
-211,761
894
$3.02M 0.01%
40,263
+5,896
895
$3.01M 0.01%
113,098
-7,056
896
$3.01M 0.01%
18,682
+741
897
$3M 0.01%
57,518
-2,304
898
$2.98M 0.01%
60,672
+15,270
899
$2.97M 0.01%
53,358
-2,104
900
$2.97M 0.01%
11,563
+5,507
34 35
36
37 38