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
1901
$395K ﹤0.01%
12,997
+1,385
1902
$395K ﹤0.01%
16,917
+1,865
1903
$395K ﹤0.01%
13,916
+2,190
1904
$394K ﹤0.01%
38,486
+25,310
1905
$393K ﹤0.01%
4,299
+297
1906
$392K ﹤0.01%
12,772
+1,409
1907
$391K ﹤0.01%
5,159
+14
1908
$390K ﹤0.01%
7,204
-1,507
1909
$390K ﹤0.01%
14,564
-28
1910
$390K ﹤0.01%
8,721
+555
1911
$389K ﹤0.01%
32,272
+5,506
1912
$389K ﹤0.01%
21,150
+414
1913
$388K ﹤0.01%
8,465
+2,451
1914
$386K ﹤0.01%
4,846
+26
1915
$385K ﹤0.01%
7,007
+374
1916
$384K ﹤0.01%
32,882
+10,001
1917
$383K ﹤0.01%
11,760
-3,735
1918
$381K ﹤0.01%
7,250
+216
1919
$381K ﹤0.01%
5,483
+128
1920
$381K ﹤0.01%
20,193
+7,027
1921
$380K ﹤0.01%
31,325
-1,337
1922
$379K ﹤0.01%
24,516
-444
1923
$378K ﹤0.01%
1,138
-8
1924
$378K ﹤0.01%
3,791
-250
1925
$378K ﹤0.01%
12,195
-616
75 76
77
78 79