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
1526
$784K ﹤0.01%
7,662
+1,198
1527
$783K ﹤0.01%
13,506
+4,685
1528
$783K ﹤0.01%
21,707
+2,990
1529
$783K ﹤0.01%
11,598
+159
1530
$782K ﹤0.01%
14,801
+3,258
1531
$782K ﹤0.01%
69,051
+5,310
1532
$781K ﹤0.01%
9,460
+2,083
1533
$779K ﹤0.01%
20,167
-2,604
1534
$779K ﹤0.01%
108,173
+83,542
1535
$777K ﹤0.01%
115,575
+21,448
1536
$776K ﹤0.01%
21,323
+3,230
1537
$775K ﹤0.01%
27,286
+1,233
1538
$775K ﹤0.01%
45,300
-173
1539
$773K ﹤0.01%
12,949
-668
1540
$770K ﹤0.01%
85,793
-14,378
1541
$767K ﹤0.01%
22,646
+3,413
1542
$766K ﹤0.01%
8,508
+1,082
1543
$765K ﹤0.01%
63,778
+8,722
1544
$765K ﹤0.01%
35,263
+3,205
1545
$764K ﹤0.01%
8,189
-2,209
1546
$764K ﹤0.01%
43,408
+2,679
1547
$764K ﹤0.01%
44,238
-4,758
1548
$763K ﹤0.01%
19,730
+1,650
1549
$762K ﹤0.01%
10,666
+979
1550
$759K ﹤0.01%
41,392
+732
60 61
62
63 64