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
1226
$1.41M 0.01%
21,923
+3,279
1227
$1.41M 0.01%
8,359
-479
1228
$1.4M 0.01%
31,927
-6,725
1229
$1.38M 0.01%
37,063
+7,537
1230
$1.38M 0.01%
77,664
+6,428
1231
$1.38M 0.01%
87,142
+12,525
1232
$1.38M 0.01%
7,515
+2,030
1233
$1.37M 0.01%
35,360
+5,829
1234
$1.37M 0.01%
34,147
+1,318
1235
$1.37M 0.01%
128,827
+17,627
1236
$1.37M 0.01%
15,343
+3,495
1237
$1.37M 0.01%
17,944
-1,420
1238
$1.36M 0.01%
28,388
+4,409
1239
$1.36M 0.01%
64,374
-4,162
1240
$1.36M 0.01%
21,364
-350
1241
$1.36M 0.01%
9,952
+1,107
1242
$1.36M 0.01%
25,343
+1,749
1243
$1.35M 0.01%
7,904
+741
1244
$1.34M 0.01%
45,686
-408
1245
$1.34M 0.01%
61,056
-3,558
1246
$1.33M 0.01%
53,751
+8,157
1247
$1.33M 0.01%
111,292
-25,056
1248
$1.33M 0.01%
88,593
-13,262
1249
$1.32M 0.01%
17,323
-77
1250
$1.32M 0.01%
47,995
+6,052
48 49
50
51 52