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
926
$2.72M 0.01%
90,903
-8,174
927
$2.72M 0.01%
18,762
-6,365
928
$2.71M 0.01%
151,298
+30,152
929
$2.71M 0.01%
520,447
+119,895
930
$2.71M 0.01%
30,148
-46
931
$2.7M 0.01%
45,576
+12,777
932
$2.7M 0.01%
53,838
+6,175
933
$2.69M 0.01%
278,814
-41,854
934
$2.68M 0.01%
85,486
+9,684
935
$2.66M 0.01%
52,751
-15,274
936
$2.65M 0.01%
28,626
+1,734
937
$2.65M 0.01%
72,742
-3,928
938
$2.64M 0.01%
41,648
-915
939
$2.63M 0.01%
104,435
+42,838
940
$2.63M 0.01%
43,115
+569
941
$2.63M 0.01%
19,997
+6,255
942
$2.63M 0.01%
43,917
-2,284
943
$2.63M 0.01%
237,808
+2,646
944
$2.62M 0.01%
42,917
+3,043
945
$2.62M 0.01%
196,131
+38,383
946
$2.61M 0.01%
62,273
-10,129
947
$2.6M 0.01%
25,994
+1,795
948
$2.6M 0.01%
15,088
+722
949
$2.6M 0.01%
21,302
-1,581
950
$2.58M 0.01%
55,886
-3,969
36 37
38
39 40