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
2326
$122K ﹤0.01%
+5,314
2327
$122K ﹤0.01%
+8,898
2328
$122K ﹤0.01%
9,826
-888
2329
$122K ﹤0.01%
1,337
+666
2330
$121K ﹤0.01%
+2,895
2331
$121K ﹤0.01%
+5,690
2332
$120K ﹤0.01%
+2,554
2333
$120K ﹤0.01%
+4,654
2334
$119K ﹤0.01%
+3,329
2335
$119K ﹤0.01%
+3,388
2336
$118K ﹤0.01%
+2,647
2337
$118K ﹤0.01%
+3,489
2338
$117K ﹤0.01%
+4,167
2339
$117K ﹤0.01%
+5,530
2340
$116K ﹤0.01%
+7,515
2341
$116K ﹤0.01%
75,604
-5,386
2342
$116K ﹤0.01%
+2,578
2343
$116K ﹤0.01%
+6,407
2344
$116K ﹤0.01%
+6,260
2345
$115K ﹤0.01%
+6,468
2346
$115K ﹤0.01%
+3,334
2347
$115K ﹤0.01%
+14,662
2348
$115K ﹤0.01%
14,741
-2,471
2349
$115K ﹤0.01%
+6,725
2350
$115K ﹤0.01%
+13,865
92 93
94
95 96