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
1176
$1.59M 0.01%
45,356
+10,568
1177
$1.58M 0.01%
961
+41
1178
$1.58M 0.01%
49,956
+7,258
1179
$1.57M 0.01%
19,513
-4,972
1180
$1.57M 0.01%
19,091
+161
1181
$1.57M 0.01%
19,380
+1,548
1182
$1.57M 0.01%
2,938
+224
1183
$1.56M 0.01%
144,674
+487
1184
$1.55M 0.01%
58,957
-1,126
1185
$1.55M 0.01%
15,385
+8
1186
$1.55M 0.01%
184,015
+43,918
1187
$1.55M 0.01%
23,738
+2,216
1188
$1.55M 0.01%
67,599
+1,326
1189
$1.55M 0.01%
54,978
-48,606
1190
$1.54M 0.01%
23,471
+875
1191
$1.54M 0.01%
8,726
-2,760
1192
$1.54M 0.01%
43,292
+4,568
1193
$1.54M 0.01%
25,331
+1,641
1194
$1.53M 0.01%
17,950
-99
1195
$1.53M 0.01%
18,157
+3,240
1196
$1.52M 0.01%
48,644
-2,894
1197
$1.51M 0.01%
60,042
+9,718
1198
$1.51M 0.01%
52,889
-25,465
1199
$1.51M 0.01%
29,273
+1,511
1200
$1.5M 0.01%
25,356
+3,818
46 47
48
49 50