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
1776
$507K ﹤0.01%
18,029
-4,434
1777
$507K ﹤0.01%
43,863
+7,587
1778
$504K ﹤0.01%
6,372
-458
1779
$504K ﹤0.01%
49,367
-7,972
1780
$503K ﹤0.01%
59,038
+12,292
1781
$502K ﹤0.01%
48,214
+18,640
1782
$501K ﹤0.01%
13,637
+671
1783
$500K ﹤0.01%
16,126
-812
1784
$500K ﹤0.01%
9,980
+2,475
1785
$498K ﹤0.01%
11,466
+715
1786
$498K ﹤0.01%
22,792
+140
1787
$497K ﹤0.01%
14,947
1788
$495K ﹤0.01%
10,812
+1,056
1789
$494K ﹤0.01%
14,330
+1,287
1790
$491K ﹤0.01%
16,030
+1,941
1791
$489K ﹤0.01%
32,886
-1,732
1792
$489K ﹤0.01%
13,533
+2,297
1793
$489K ﹤0.01%
22,173
+6,442
1794
$487K ﹤0.01%
14,638
+294
1795
$486K ﹤0.01%
5,028
+304
1796
$486K ﹤0.01%
25,184
-7,747
1797
$486K ﹤0.01%
14,166
+642
1798
$485K ﹤0.01%
46,980
+9,927
1799
$483K ﹤0.01%
+18,234
1800
$482K ﹤0.01%
15,928
-269
70 71
72
73 74