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
551
$4.43M 0.03%
108,992
-84,455
552
$4.42M 0.03%
137,800
-21,274
553
$4.42M 0.03%
118,577
-18,463
554
$4.4M 0.03%
696,972
-22,996
555
$4.37M 0.03%
47,413
+4,891
556
$4.35M 0.03%
91,809
-32,793
557
$4.34M 0.03%
150,930
-2,333
558
$4.34M 0.03%
636,922
-241,474
559
$4.31M 0.03%
107,803
-10,150
560
$4.28M 0.03%
103,058
-59,324
561
$4.27M 0.03%
68,560
+2,398
562
$4.24M 0.03%
54,439
+3,377
563
$4.22M 0.03%
70,732
-6,320
564
$4.21M 0.03%
53,515
-8,988
565
$4.2M 0.03%
123,630
-10,555
566
$4.2M 0.03%
121,251
-7,781
567
$4.2M 0.03%
41,717
+1,260
568
$4.19M 0.03%
135,652
+6,875
569
$4.17M 0.03%
54,838
-1,793
570
$4.16M 0.03%
124,534
+77,309
571
$4.16M 0.03%
550,850
-292,500
572
$4.14M 0.03%
29,111
-7,144
573
$4.12M 0.03%
264,148
+120,924
574
$4.12M 0.03%
553,858
-561,240
575
$4.12M 0.03%
54,130
+15,647
21 22
23
24 25