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
2451
$78K ﹤0.01%
+1,565
2452
$78K ﹤0.01%
+1,786
2453
$78K ﹤0.01%
2,504
+109
2454
$78K ﹤0.01%
14,686
+1,556
2455
$78K ﹤0.01%
+7,761
2456
$77K ﹤0.01%
+3,884
2457
$77K ﹤0.01%
592
+276
2458
$77K ﹤0.01%
18,558
-161
2459
$76K ﹤0.01%
+790
2460
$76K ﹤0.01%
+3,662
2461
$76K ﹤0.01%
+2,872
2462
$75K ﹤0.01%
+1,194
2463
$75K ﹤0.01%
+5,345
2464
$74K ﹤0.01%
+2,096
2465
$74K ﹤0.01%
+2,125
2466
$74K ﹤0.01%
+1,835
2467
$73K ﹤0.01%
11,398
-33,562
2468
$73K ﹤0.01%
+4,603
2469
$73K ﹤0.01%
55,833
-34,698
2470
$72K ﹤0.01%
+1,617
2471
$72K ﹤0.01%
+3,365
2472
$72K ﹤0.01%
+5,774
2473
$71K ﹤0.01%
12,258
-3,639
2474
$71K ﹤0.01%
+1,365
2475
$71K ﹤0.01%
+1,617
97 98
99
100 101