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
1926
$376K ﹤0.01%
10,489
+1,868
1927
$376K ﹤0.01%
13,760
+458
1928
$375K ﹤0.01%
6,534
+1,052
1929
$374K ﹤0.01%
6,762
+1,624
1930
$373K ﹤0.01%
6,263
-450
1931
$370K ﹤0.01%
9,447
+1,367
1932
$370K ﹤0.01%
6,432
+364
1933
$369K ﹤0.01%
32,895
+18,988
1934
$367K ﹤0.01%
24,418
-3,933
1935
$367K ﹤0.01%
5,392
+368
1936
$367K ﹤0.01%
44,773
+5,317
1937
$367K ﹤0.01%
74,523
+31,866
1938
$366K ﹤0.01%
8,775
-1,154
1939
$366K ﹤0.01%
35,441
-8,073
1940
$366K ﹤0.01%
12,582
-245
1941
$365K ﹤0.01%
9,169
+330
1942
$361K ﹤0.01%
38,137
+8,097
1943
$361K ﹤0.01%
21,567
+1,258
1944
$360K ﹤0.01%
10,338
+2,497
1945
$359K ﹤0.01%
4,165
+686
1946
$356K ﹤0.01%
+3,758
1947
$354K ﹤0.01%
140,466
-7,998
1948
$354K ﹤0.01%
16,985
-1,140
1949
$353K ﹤0.01%
15,895
-2,666
1950
$352K ﹤0.01%
12,854
+28
76 77
78
79 80