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
451
$5.86M 0.04%
152,516
-20,463
452
$5.81M 0.04%
98,671
-41,713
453
$5.77M 0.04%
236,098
-59,829
454
$5.74M 0.04%
261,356
+178,805
455
$5.72M 0.04%
148,290
+20,252
456
$5.71M 0.04%
226,583
+18,794
457
$5.71M 0.04%
188,223
+24,017
458
$5.7M 0.04%
80,401
-69,788
459
$5.7M 0.04%
157,789
-21,856
460
$5.65M 0.04%
439,048
-242,604
461
$5.64M 0.04%
245,019
+69,329
462
$5.63M 0.04%
162,284
-5,476
463
$5.62M 0.04%
174,390
-93,827
464
$5.56M 0.04%
95,662
-44,411
465
$5.52M 0.04%
152,214
+24,659
466
$5.49M 0.04%
146,218
-27,906
467
$5.48M 0.04%
59,085
-14,281
468
$5.47M 0.04%
1,613,875
+984,832
469
$5.47M 0.04%
61,533
+5,608
470
$5.47M 0.04%
454,863
-88,283
471
$5.45M 0.04%
127,662
+15,758
472
$5.45M 0.04%
133,279
-24,559
473
$5.44M 0.04%
43,212
-8,765
474
$5.42M 0.04%
357,588
-190,692
475
$5.4M 0.04%
225,875
-19,478
17 18
19
20 21