AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.46%
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
+$23.2M
2
+$21M
3
+$20.5M
4
DOW icon
Dow Inc
DOW
+$20.2M
5
JPM icon
JPMorgan Chase
JPM
+$15.1M

Top Sells

1
+$36.1M
2
+$19.3M
3
+$17.8M
4
AGNC icon
AGNC Investment
AGNC
+$15.5M
5
INTC icon
Intel
INTC
+$13.7M

Sector Composition

1 Technology 18.55%
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%
+2,071
2402
$92K ﹤0.01%
+3,791
2403
$92K ﹤0.01%
11,414
+5,063
2404
$92K ﹤0.01%
+1,269
2405
$92K ﹤0.01%
+1,835
2406
$92K ﹤0.01%
28,967
-66,109
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%
12,333
-7,330
2417
$88K ﹤0.01%
+383
2418
$88K ﹤0.01%
7,870
-4,838
2419
$88K ﹤0.01%
+2,268
2420
$88K ﹤0.01%
+114
2421
$88K ﹤0.01%
16,967
-2,559
2422
$88K ﹤0.01%
+1,875
2423
$88K ﹤0.01%
+21,992
2424
$87K ﹤0.01%
+2,210
2425
$87K ﹤0.01%
16,503
+1,160
95 96
97
98 99