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
1651
$624K ﹤0.01%
277,537
+51,784
1652
$623K ﹤0.01%
29,682
-280
1653
$622K ﹤0.01%
48,510
+6,677
1654
$622K ﹤0.01%
17,732
+1,568
1655
$622K ﹤0.01%
18,759
+1,179
1656
$622K ﹤0.01%
97,095
-20,378
1657
$622K ﹤0.01%
20,024
+2,793
1658
$621K ﹤0.01%
10,579
-185
1659
$616K ﹤0.01%
38,824
-28,717
1660
$614K ﹤0.01%
16,373
+309
1661
$614K ﹤0.01%
6,175
+146
1662
$613K ﹤0.01%
50,622
-746
1663
$611K ﹤0.01%
13,499
+6,211
1664
$608K ﹤0.01%
35,147
+3,110
1665
$607K ﹤0.01%
22,733
+182
1666
$606K ﹤0.01%
21,815
-3,790
1667
$604K ﹤0.01%
2,753
+710
1668
$603K ﹤0.01%
7,951
-244
1669
$603K ﹤0.01%
+31,670
1670
$602K ﹤0.01%
4,751
+1,648
1671
$601K ﹤0.01%
18,577
-902
1672
$600K ﹤0.01%
65,827
-1,147
1673
$600K ﹤0.01%
14,337
+168
1674
$599K ﹤0.01%
36,063
+5,110
1675
$598K ﹤0.01%
24,107
+13,891
65 66
67
68 69