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
751
$2.44M 0.02%
158,293
-26,803
752
$2.44M 0.02%
28,719
-1,516
753
$2.43M 0.02%
66,746
-516
754
$2.43M 0.02%
193,412
-28,652
755
$2.43M 0.02%
64,067
-34,423
756
$2.43M 0.02%
49,451
-3,349
757
$2.42M 0.02%
41,755
+3,375
758
$2.42M 0.02%
70,751
+12,445
759
$2.41M 0.02%
75,829
-67,242
760
$2.4M 0.02%
403,842
-121,101
761
$2.4M 0.02%
62,132
+15,429
762
$2.39M 0.02%
83,366
-24,509
763
$2.38M 0.02%
122,299
-12,943
764
$2.37M 0.02%
19,919
+1,874
765
$2.35M 0.02%
24,936
-1,652
766
$2.35M 0.02%
30,474
-3,353
767
$2.34M 0.02%
42,015
-14,583
768
$2.32M 0.02%
30,368
+7,224
769
$2.31M 0.02%
21,760
+1,964
770
$2.31M 0.02%
50,884
-4,313
771
$2.31M 0.02%
109,892
-166,609
772
$2.3M 0.02%
90,568
-46,740
773
$2.29M 0.02%
43,552
-11,978
774
$2.29M 0.02%
54,654
+9,172
775
$2.27M 0.02%
46,613
-2,064
29 30
31
32 33