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
1276
$1.26M 0.01%
37,400
-1,627
1277
$1.26M 0.01%
57,569
-1,193
1278
$1.26M 0.01%
16,702
-371
1279
$1.26M 0.01%
17,731
+6,376
1280
$1.26M 0.01%
16,525
+319
1281
$1.26M 0.01%
3,137
-575
1282
$1.26M 0.01%
40,462
+3,352
1283
$1.26M 0.01%
19,024
-805
1284
$1.26M 0.01%
50,346
-40,953
1285
$1.25M 0.01%
220,627
+76,935
1286
$1.25M 0.01%
28,038
-1,552
1287
$1.25M 0.01%
60,598
+4,993
1288
$1.25M 0.01%
20,789
+195
1289
$1.25M 0.01%
105,814
+1,253
1290
$1.25M 0.01%
11,857
-186
1291
$1.25M 0.01%
10,668
-1,353
1292
$1.25M 0.01%
60,015
-3,494
1293
$1.25M 0.01%
6,138
+70
1294
$1.24M 0.01%
14,035
-2,811
1295
$1.24M 0.01%
48,384
+1,484
1296
$1.24M 0.01%
28,381
-2,965
1297
$1.23M 0.01%
162,143
+28,904
1298
$1.23M 0.01%
398,688
+189,873
1299
$1.23M 0.01%
60,389
+9,823
1300
$1.23M 0.01%
74,931
+59,907
50 51
52
53 54