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
1951
$350K ﹤0.01%
4,814
+127
1952
$350K ﹤0.01%
22,761
-2,315
1953
$350K ﹤0.01%
17,600
+2,183
1954
$349K ﹤0.01%
22,278
+393
1955
$349K ﹤0.01%
13,751
-637
1956
$347K ﹤0.01%
21,676
+3,575
1957
$347K ﹤0.01%
21,373
+4,325
1958
$346K ﹤0.01%
20,531
-29,845
1959
$346K ﹤0.01%
8,178
-429
1960
$346K ﹤0.01%
+11,265
1961
$345K ﹤0.01%
40,617
-17,367
1962
$344K ﹤0.01%
2,427
+16
1963
$344K ﹤0.01%
7,277
+2,210
1964
$344K ﹤0.01%
10,804
+2,800
1965
$344K ﹤0.01%
25,363
+6,320
1966
$343K ﹤0.01%
9,948
+1,164
1967
$343K ﹤0.01%
23,594
+150
1968
$342K ﹤0.01%
9,669
+449
1969
$342K ﹤0.01%
31,292
+6,598
1970
$341K ﹤0.01%
29,155
+2,175
1971
$341K ﹤0.01%
12,112
+585
1972
$339K ﹤0.01%
301
-62
1973
$338K ﹤0.01%
8,244
-157
1974
$336K ﹤0.01%
54,817
+21,477
1975
$335K ﹤0.01%
7,366
+67
77 78
79
80 81