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
1076
$1.91M 0.01%
41,363
+5,252
1077
$1.91M 0.01%
106,244
+46,322
1078
$1.9M 0.01%
34,656
+2,717
1079
$1.9M 0.01%
114,143
+10,744
1080
$1.9M 0.01%
29,038
+2,045
1081
$1.89M 0.01%
44,734
-2,448
1082
$1.89M 0.01%
56,368
+6,483
1083
$1.89M 0.01%
18,910
+636
1084
$1.89M 0.01%
36,819
+9,020
1085
$1.89M 0.01%
44,907
-5,492
1086
$1.89M 0.01%
21,679
-5,625
1087
$1.89M 0.01%
260,661
+126,124
1088
$1.89M 0.01%
31,836
+3,007
1089
$1.88M 0.01%
24,104
-1,204
1090
$1.87M 0.01%
19,187
+814
1091
$1.87M 0.01%
16,487
-452
1092
$1.87M 0.01%
46,677
+703
1093
$1.87M 0.01%
19,798
+101
1094
$1.86M 0.01%
21,546
-16,721
1095
$1.86M 0.01%
11,201
-2,330
1096
$1.86M 0.01%
51,857
+9,936
1097
$1.86M 0.01%
34,520
-1,045
1098
$1.85M 0.01%
32,086
+3,055
1099
$1.85M 0.01%
52,892
+2,040
1100
$1.85M 0.01%
50,279
+1,797
42 43
44
45 46