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
2376
$105K ﹤0.01%
18,231
-7,053
2377
$105K ﹤0.01%
+12,694
2378
$104K ﹤0.01%
+14,536
2379
$103K ﹤0.01%
13,648
-6,631
2380
$103K ﹤0.01%
+8,259
2381
$103K ﹤0.01%
+3,484
2382
$102K ﹤0.01%
+1,370
2383
$102K ﹤0.01%
+4,227
2384
$101K ﹤0.01%
+9,414
2385
$100K ﹤0.01%
9,427
-1,629
2386
$100K ﹤0.01%
+2,808
2387
$100K ﹤0.01%
2,986
+605
2388
$98K ﹤0.01%
+5,308
2389
$98K ﹤0.01%
+4,148
2390
$98K ﹤0.01%
+7,064
2391
$97K ﹤0.01%
5,528
-3,358
2392
$97K ﹤0.01%
25,266
-7,036
2393
$97K ﹤0.01%
+8,387
2394
$96K ﹤0.01%
33
-9
2395
$96K ﹤0.01%
+5,341
2396
$95K ﹤0.01%
+2,729
2397
$94K ﹤0.01%
+12,275
2398
$93K ﹤0.01%
+8,126
2399
$92K ﹤0.01%
+5,003
2400
$92K ﹤0.01%
+2,071
94 95
96
97 98