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
676
$3.05M 0.02%
36,697
-1,701
677
$3.04M 0.02%
40,197
-561
678
$3.04M 0.02%
32,900
-2,653
679
$3.03M 0.02%
117,996
-68,332
680
$3.02M 0.02%
62,867
-9,061
681
$3.02M 0.02%
71,996
-37,637
682
$3.01M 0.02%
34,821
-4,198
683
$3.01M 0.02%
332,664
-195,742
684
$3.01M 0.02%
86,545
-3,537
685
$3.01M 0.02%
4,947
-219
686
$2.98M 0.02%
50,712
-9,016
687
$2.97M 0.02%
64,471
+27,831
688
$2.97M 0.02%
116,569
-31,793
689
$2.94M 0.02%
29,132
-2,308
690
$2.93M 0.02%
132,674
-10,619
691
$2.92M 0.02%
93,639
-25,076
692
$2.91M 0.02%
50,219
-2,213
693
$2.9M 0.02%
207,196
+69,398
694
$2.88M 0.02%
152,334
+45,874
695
$2.87M 0.02%
112,599
-3,482
696
$2.85M 0.02%
33,134
-16,639
697
$2.85M 0.02%
263,327
-39,233
698
$2.85M 0.02%
151,643
-89,207
699
$2.85M 0.02%
284,894
-141,172
700
$2.83M 0.02%
76,615
+58,192
26 27
28
29 30