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
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%
10,295
-153
2436
$83K ﹤0.01%
+5,044
2437
$83K ﹤0.01%
+1,068
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%
+5,731
2449
$79K ﹤0.01%
+926
2450
$79K ﹤0.01%
+3,911
96 97
98
99 100