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
351
$8.55M 0.07%
207,609
-225,224
352
$8.45M 0.06%
115,355
+6,785
353
$8.44M 0.06%
247,957
-9,332
354
$8.44M 0.06%
53,952
+7,440
355
$8.44M 0.06%
139,535
+19,760
356
$8.39M 0.06%
169,501
+15,358
357
$8.37M 0.06%
278,237
+635
358
$8.29M 0.06%
183,559
-22,381
359
$8.25M 0.06%
381,352
-54,069
360
$8.23M 0.06%
195,901
+63,583
361
$8.22M 0.06%
184,076
-16,639
362
$8.22M 0.06%
153,045
-9,345
363
$8.12M 0.06%
107,907
-6,164
364
$8.1M 0.06%
220,560
+12,966
365
$8.04M 0.06%
87,543
-3,529
366
$8.03M 0.06%
497,093
-50,057
367
$8M 0.06%
21,790
-3,389
368
$7.99M 0.06%
254,527
+17,162
369
$7.93M 0.06%
251,823
+34,312
370
$7.92M 0.06%
143,419
+14,637
371
$7.92M 0.06%
361,332
-33,319
372
$7.89M 0.06%
103,208
-13,275
373
$7.88M 0.06%
100,054
-85,002
374
$7.85M 0.06%
416,698
+16,157
375
$7.84M 0.06%
167,423
+984
13 14
15
16 17