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
2426
$86K ﹤0.01%
4,625
-18,129
2427
$86K ﹤0.01%
+3,510
2428
$86K ﹤0.01%
9,106
+967
2429
$86K ﹤0.01%
+4,452
2430
$85K ﹤0.01%
+6,937
2431
$84K ﹤0.01%
+3,394
2432
$84K ﹤0.01%
+1,958
2433
$84K ﹤0.01%
25,630
+11,097
2434
$83K ﹤0.01%
+4,927
2435
$83K ﹤0.01%
+5,044
2436
$83K ﹤0.01%
+1,068
2437
$83K ﹤0.01%
10,295
-153
2438
$82K ﹤0.01%
+8,796
2439
$82K ﹤0.01%
+3,601
2440
$82K ﹤0.01%
46,874
-4,386
2441
$81K ﹤0.01%
+5,035
2442
$81K ﹤0.01%
+12,042
2443
$81K ﹤0.01%
+13,965
2444
$80K ﹤0.01%
+3,626
2445
$80K ﹤0.01%
+7,611
2446
$80K ﹤0.01%
+3,363
2447
$80K ﹤0.01%
+2,056
2448
$79K ﹤0.01%
+3,911
2449
$79K ﹤0.01%
+5,731
2450
$79K ﹤0.01%
+926
96 97
98
99 100