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
476
$5.38M 0.04%
43,380
-1,114
477
$5.34M 0.04%
295,201
+2,220
478
$5.34M 0.04%
111,145
-28,416
479
$5.32M 0.04%
68,866
-7,230
480
$5.3M 0.04%
1,032,116
-912,291
481
$5.29M 0.04%
79,706
-4,556
482
$5.28M 0.04%
399,225
+21,408
483
$5.27M 0.04%
59,359
-6,503
484
$5.24M 0.04%
28,758
-2,259
485
$5.24M 0.04%
69,630
+10,028
486
$5.21M 0.04%
62,617
-597
487
$5.2M 0.04%
168,302
+11,104
488
$5.18M 0.04%
210,164
+36,266
489
$5.17M 0.04%
76,828
-7,024
490
$5.17M 0.04%
41,379
+15,447
491
$5.16M 0.04%
69,573
-8,112
492
$5.15M 0.04%
46,659
-3,934
493
$5.14M 0.04%
69,833
-25,865
494
$5.14M 0.04%
508,177
-6,636
495
$5.12M 0.04%
81,911
-19,328
496
$5.11M 0.04%
25,613
-4,051
497
$5.1M 0.04%
90,527
+3,811
498
$5.08M 0.04%
40,609
-2,525
499
$5.08M 0.04%
208,734
-18,740
500
$5.08M 0.04%
108,767
+14,608
18 19
20
21 22