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
2401
$92K ﹤0.01%
+4,799
2402
$92K ﹤0.01%
28,967
-66,109
2403
$92K ﹤0.01%
+3,791
2404
$92K ﹤0.01%
11,414
+5,063
2405
$92K ﹤0.01%
+1,269
2406
$92K ﹤0.01%
+1,835
2407
$91K ﹤0.01%
981
-732
2408
$91K ﹤0.01%
+2,188
2409
$91K ﹤0.01%
+824
2410
$90K ﹤0.01%
+2,670
2411
$90K ﹤0.01%
2,393
+69
2412
$90K ﹤0.01%
4,636
-5,662
2413
$89K ﹤0.01%
+2,016
2414
$89K ﹤0.01%
+133
2415
$89K ﹤0.01%
+2,915
2416
$88K ﹤0.01%
+21,992
2417
$88K ﹤0.01%
12,333
-7,330
2418
$88K ﹤0.01%
+383
2419
$88K ﹤0.01%
7,870
-4,838
2420
$88K ﹤0.01%
+2,268
2421
$88K ﹤0.01%
+114
2422
$88K ﹤0.01%
16,967
-2,559
2423
$88K ﹤0.01%
+1,875
2424
$87K ﹤0.01%
+2,210
2425
$87K ﹤0.01%
16,503
+1,160
95 96
97
98 99