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
1401
$1.01M ﹤0.01%
43,787
+1,155
1402
$1.01M ﹤0.01%
27,890
-10,486
1403
$1M ﹤0.01%
16,084
+9,982
1404
$1M ﹤0.01%
10,938
+163
1405
$1M ﹤0.01%
48,261
-10,787
1406
$999K ﹤0.01%
13,129
+210
1407
$998K ﹤0.01%
20,907
-932
1408
$993K ﹤0.01%
178,400
+39,300
1409
$992K ﹤0.01%
8,578
-1,135
1410
$985K ﹤0.01%
10,845
+81
1411
$980K ﹤0.01%
5,974
+10
1412
$978K ﹤0.01%
10,716
+345
1413
$978K ﹤0.01%
53,418
+7,856
1414
$975K ﹤0.01%
23,077
+2,155
1415
$975K ﹤0.01%
44,425
+4,817
1416
$969K ﹤0.01%
8,114
+1,336
1417
$967K ﹤0.01%
24,001
+735
1418
$967K ﹤0.01%
21,653
-16,190
1419
$967K ﹤0.01%
53,024
+6,199
1420
$963K ﹤0.01%
13,894
+576
1421
$960K ﹤0.01%
9,843
+358
1422
$959K ﹤0.01%
111,091
+7,817
1423
$958K ﹤0.01%
44,546
-14,536
1424
$957K ﹤0.01%
38,276
-57,874
1425
$956K ﹤0.01%
23,853
-1,547
55 56
57
58 59