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
626
$3.6M 0.03%
131,592
-21,603
627
$3.6M 0.03%
100,958
-22,093
628
$3.59M 0.03%
117,240
-7,660
629
$3.58M 0.03%
44,038
+8,336
630
$3.55M 0.03%
93,022
+3,725
631
$3.55M 0.03%
66,126
+6,285
632
$3.51M 0.03%
38,943
-286
633
$3.49M 0.03%
45,018
+7,105
634
$3.46M 0.03%
22,770
-4,387
635
$3.44M 0.03%
147,243
-42,317
636
$3.43M 0.03%
29,249
+5,176
637
$3.41M 0.03%
72,313
-11,574
638
$3.41M 0.03%
28,811
-5,343
639
$3.36M 0.03%
108,497
-3,533
640
$3.34M 0.03%
149,753
-3,950
641
$3.33M 0.03%
83,046
+28,319
642
$3.32M 0.03%
33,840
+705
643
$3.31M 0.03%
62,928
+47,126
644
$3.31M 0.03%
167,920
+3,551
645
$3.31M 0.03%
56,712
+163
646
$3.3M 0.03%
205,160
-36,125
647
$3.29M 0.03%
1,972
-435
648
$3.29M 0.03%
114,085
-2,860
649
$3.29M 0.03%
71,211
-9,254
650
$3.27M 0.03%
31,008
-201
24 25
26
27 28