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
651
$3.27M 0.03%
24,070
+2,339
652
$3.26M 0.02%
57,988
-12,761
653
$3.25M 0.02%
5,224
-1,115
654
$3.25M 0.02%
52,695
+10,862
655
$3.23M 0.02%
284,723
+3,950
656
$3.19M 0.02%
260,216
-49,685
657
$3.18M 0.02%
272,202
-93,186
658
$3.17M 0.02%
56,639
+16,684
659
$3.15M 0.02%
44,873
+6,454
660
$3.15M 0.02%
1,014,762
+37,582
661
$3.14M 0.02%
19,742
+10,185
662
$3.14M 0.02%
132,752
-31,899
663
$3.14M 0.02%
302,364
+43,486
664
$3.13M 0.02%
233,964
-64,950
665
$3.13M 0.02%
50,420
-3,207
666
$3.13M 0.02%
103,600
-22,538
667
$3.12M 0.02%
49,105
+9,794
668
$3.12M 0.02%
53,426
+2,264
669
$3.1M 0.02%
104,303
-1,666
670
$3.09M 0.02%
43,395
+2,128
671
$3.09M 0.02%
445,480
-6,920
672
$3.07M 0.02%
292,157
-97,804
673
$3.06M 0.02%
38,853
-3,604
674
$3.06M 0.02%
192,119
-42,854
675
$3.05M 0.02%
114,935
-24,712
25 26
27
28 29