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
2176
$199K ﹤0.01%
2,851
-263
2177
$199K ﹤0.01%
17,822
-5,441
2178
$198K ﹤0.01%
+9,142
2179
$198K ﹤0.01%
9,204
-1,102
2180
$198K ﹤0.01%
+3,982
2181
$198K ﹤0.01%
+6,822
2182
$197K ﹤0.01%
+11,725
2183
$196K ﹤0.01%
13,633
-947
2184
$196K ﹤0.01%
9,780
-2,196
2185
$195K ﹤0.01%
79,193
+19,695
2186
$194K ﹤0.01%
+13,416
2187
$193K ﹤0.01%
+5,312
2188
$192K ﹤0.01%
+9,312
2189
$191K ﹤0.01%
+10,110
2190
$191K ﹤0.01%
+4,070
2191
$191K ﹤0.01%
+6,547
2192
$190K ﹤0.01%
12,026
-3,712
2193
$190K ﹤0.01%
+4,625
2194
$189K ﹤0.01%
+3,890
2195
$189K ﹤0.01%
+16,596
2196
$189K ﹤0.01%
11,399
-8,572
2197
$188K ﹤0.01%
11,039
-16,650
2198
$188K ﹤0.01%
10,860
+328
2199
$188K ﹤0.01%
3,172
-104
2200
$187K ﹤0.01%
+16,969
86 87
88
89 90