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
1126
$1.75M 0.01%
250,555
+120,326
1127
$1.74M 0.01%
25,054
+546
1128
$1.73M 0.01%
36,786
+4,509
1129
$1.73M 0.01%
196,491
+19,009
1130
$1.73M 0.01%
23,342
-6,446
1131
$1.73M 0.01%
34,167
-2,343
1132
$1.73M 0.01%
27,001
-4
1133
$1.73M 0.01%
59,729
+3,625
1134
$1.71M 0.01%
43,552
-28,323
1135
$1.71M 0.01%
52,005
+5,796
1136
$1.71M 0.01%
70,792
+2,607
1137
$1.7M 0.01%
50,813
-19,369
1138
$1.7M 0.01%
11,635
+1,188
1139
$1.7M 0.01%
10,886
+227
1140
$1.69M 0.01%
36,598
-10,758
1141
$1.69M 0.01%
36,434
-950
1142
$1.69M 0.01%
42,392
-1,880
1143
$1.68M 0.01%
9,449
+798
1144
$1.68M 0.01%
31,020
-10,687
1145
$1.68M 0.01%
179,249
+7,415
1146
$1.68M 0.01%
23,105
-3,706
1147
$1.68M 0.01%
64,351
+38,137
1148
$1.67M 0.01%
44,210
+600
1149
$1.67M 0.01%
45,665
+4,796
1150
$1.66M 0.01%
82,590
+37,217
44 45
46
47 48