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
701
$2.81M 0.02%
56,809
+5,727
702
$2.81M 0.02%
34,475
-322
703
$2.81M 0.02%
16,407
+638
704
$2.78M 0.02%
12,564
+2,067
705
$2.77M 0.02%
242,214
+93,249
706
$2.76M 0.02%
67,845
-1,029
707
$2.76M 0.02%
141,443
-18,848
708
$2.76M 0.02%
174,348
+25,039
709
$2.74M 0.02%
32,105
+617
710
$2.74M 0.02%
38,653
-12,452
711
$2.73M 0.02%
148,452
+3,470
712
$2.72M 0.02%
13,268
+1,610
713
$2.71M 0.02%
49,817
+2,241
714
$2.71M 0.02%
31,912
-7,422
715
$2.7M 0.02%
134,945
+15,743
716
$2.69M 0.02%
50,376
-14,342
717
$2.69M 0.02%
14,743
-3,096
718
$2.68M 0.02%
49,980
-164,949
719
$2.68M 0.02%
27,394
+10,710
720
$2.68M 0.02%
140,703
+32,507
721
$2.66M 0.02%
79,561
-4,370
722
$2.66M 0.02%
84,383
+5,614
723
$2.65M 0.02%
229,361
-95,865
724
$2.65M 0.02%
233,049
+5,577
725
$2.64M 0.02%
175,426
+3,804
27 28
29
30 31