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
1676
$597K ﹤0.01%
15,916
-2,528
1677
$596K ﹤0.01%
33,336
+8,929
1678
$596K ﹤0.01%
1,530
+95
1679
$595K ﹤0.01%
31,495
+1,239
1680
$595K ﹤0.01%
68,344
-18,091
1681
$594K ﹤0.01%
4,610
-105
1682
$591K ﹤0.01%
136,569
+88,546
1683
$590K ﹤0.01%
24,045
+5,202
1684
$590K ﹤0.01%
27,950
+4,275
1685
$589K ﹤0.01%
14,867
-5,244
1686
$588K ﹤0.01%
8,036
+2,417
1687
$588K ﹤0.01%
9,220
+7
1688
$588K ﹤0.01%
28,675
+8,169
1689
$586K ﹤0.01%
14,364
-5,557
1690
$585K ﹤0.01%
12,319
-353
1691
$584K ﹤0.01%
26,317
+513
1692
$583K ﹤0.01%
12,070
+1,061
1693
$582K ﹤0.01%
12,494
+512
1694
$581K ﹤0.01%
10,056
+1,911
1695
$581K ﹤0.01%
9,025
-239
1696
$580K ﹤0.01%
9,130
+1,608
1697
$579K ﹤0.01%
65,824
+28,923
1698
$577K ﹤0.01%
7,020
+664
1699
$577K ﹤0.01%
48,981
+21,121
1700
$577K ﹤0.01%
32,798
-3,159
66 67
68
69 70