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
2276
$151K ﹤0.01%
+3,929
2277
$151K ﹤0.01%
34,747
-28,382
2278
$150K ﹤0.01%
+4,840
2279
$149K ﹤0.01%
+2,400
2280
$148K ﹤0.01%
+1,725
2281
$147K ﹤0.01%
+9,410
2282
$147K ﹤0.01%
+6,142
2283
$147K ﹤0.01%
10,797
-6,211
2284
$146K ﹤0.01%
+4,468
2285
$146K ﹤0.01%
5,825
-3,295
2286
$145K ﹤0.01%
+2,288
2287
$144K ﹤0.01%
41,321
+26,462
2288
$144K ﹤0.01%
+10,080
2289
$143K ﹤0.01%
+625
2290
$143K ﹤0.01%
+8,713
2291
$142K ﹤0.01%
23,483
2292
$141K ﹤0.01%
524
-19
2293
$141K ﹤0.01%
+10,594
2294
$141K ﹤0.01%
+5,434
2295
$141K ﹤0.01%
3,103
-1,634
2296
$140K ﹤0.01%
41,387
-9,017
2297
$140K ﹤0.01%
14,690
+2,878
2298
$140K ﹤0.01%
7,165
-3,708
2299
$136K ﹤0.01%
9,671
-800
2300
$135K ﹤0.01%
+3,062
90 91
92
93 94