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
1051
$2.02M 0.01%
73,791
+1,970
1052
$2M 0.01%
91,337
-25,618
1053
$2M 0.01%
11,556
+1,686
1054
$2M 0.01%
21,318
+225
1055
$1.99M 0.01%
15,656
+726
1056
$1.98M 0.01%
26,919
+3,600
1057
$1.97M 0.01%
45,083
+6,084
1058
$1.97M 0.01%
20,506
-84
1059
$1.97M 0.01%
355,753
-22,264
1060
$1.96M 0.01%
33,722
+2,655
1061
$1.96M 0.01%
9,828
+465
1062
$1.96M 0.01%
3,256
+1,101
1063
$1.96M 0.01%
21,232
-17,172
1064
$1.96M 0.01%
31,811
+308
1065
$1.95M 0.01%
127,568
+59,106
1066
$1.95M 0.01%
101,864
+72,563
1067
$1.95M 0.01%
42,521
+2,911
1068
$1.94M 0.01%
28,379
+6,477
1069
$1.94M 0.01%
12,207
-684
1070
$1.93M 0.01%
37,946
+2,314
1071
$1.93M 0.01%
40,369
-584
1072
$1.93M 0.01%
98,654
+38,338
1073
$1.92M 0.01%
24,336
-492
1074
$1.92M 0.01%
26,308
+493
1075
$1.92M 0.01%
37,432
-342
41 42
43
44 45