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
$13.1B
AUM Growth
-$743M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,187
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$13.8M
3
+$13.6M
4
MMM icon
3M
MMM
+$13.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.2M

Top Sells

1
+$28.8M
2
+$28.6M
3
+$28.2M
4
DOX icon
Amdocs
DOX
+$25.4M
5
RY icon
Royal Bank of Canada
RY
+$24.9M

Sector Composition

1 Financials 18.59%
2 Technology 14.75%
3 Healthcare 12.34%
4 Industrials 9.55%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12.2M 0.09%
173,142
+6,624
252
$12.2M 0.09%
315,297
-34,297
253
$12.1M 0.09%
133,875
+12,725
254
$12.1M 0.09%
663,023
+72,418
255
$11.9M 0.09%
110,544
-15,447
256
$11.9M 0.09%
175,956
-51,459
257
$11.8M 0.09%
340,175
-141,013
258
$11.8M 0.09%
207,217
-136,816
259
$11.8M 0.09%
1,610,129
-9,818
260
$11.7M 0.09%
250,534
-16,044
261
$11.6M 0.09%
747,725
-31,735
262
$11.6M 0.09%
177,428
-607
263
$11.6M 0.09%
301,771
-162,809
264
$11.5M 0.09%
167,780
-75,066
265
$11.5M 0.09%
270,738
-40,368
266
$11.5M 0.09%
802,832
-56,661
267
$11.5M 0.09%
195,823
+28,265
268
$11.4M 0.09%
187,868
-85,541
269
$11.4M 0.09%
262,622
-37,991
270
$11.3M 0.09%
153,308
+3,952
271
$11.3M 0.09%
80,385
-34,657
272
$11.3M 0.09%
199,565
-6,830
273
$11.2M 0.09%
131,096
+15,850
274
$11.2M 0.09%
97,666
-5,901
275
$11.2M 0.09%
79,842
-6,310
9 10
11
12 13