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
1251
$1.31M 0.01%
84,099
+542
1252
$1.31M 0.01%
15,917
-7,730
1253
$1.31M 0.01%
75,343
+14,588
1254
$1.31M 0.01%
17,707
+1,119
1255
$1.31M 0.01%
13,589
+132
1256
$1.3M 0.01%
34,650
+13,208
1257
$1.3M 0.01%
33,099
+6,637
1258
$1.29M 0.01%
41,570
+14,552
1259
$1.29M 0.01%
17,405
+1,430
1260
$1.29M 0.01%
16,249
-4,543
1261
$1.29M 0.01%
35,888
-5,218
1262
$1.28M 0.01%
44,894
+874
1263
$1.28M 0.01%
52,684
+3,357
1264
$1.28M 0.01%
27,669
-995
1265
$1.27M 0.01%
39,121
+7,917
1266
$1.27M 0.01%
82,953
+8,111
1267
$1.27M 0.01%
34,017
-704
1268
$1.27M 0.01%
3,011
-23
1269
$1.27M 0.01%
29,037
+7,947
1270
$1.27M 0.01%
13,985
+1,667
1271
$1.26M 0.01%
10,650
+989
1272
$1.26M 0.01%
26,329
-2,770
1273
$1.26M 0.01%
35,164
+1,863
1274
$1.26M 0.01%
24,558
+679
1275
$1.26M 0.01%
41,027
-5,115
49 50
51
52 53