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
776
$2.27M 0.02%
198,528
-15,440
777
$2.26M 0.02%
70,480
+4,591
778
$2.26M 0.02%
200,286
+69,592
779
$2.25M 0.02%
12,361
+159
780
$2.23M 0.02%
13,866
-32,336
781
$2.21M 0.02%
27,847
+1,136
782
$2.21M 0.02%
50,624
+4,444
783
$2.21M 0.02%
48,451
-13,091
784
$2.2M 0.02%
105,905
-46,991
785
$2.2M 0.02%
30,768
+12,820
786
$2.2M 0.02%
67,641
+18,192
787
$2.19M 0.02%
24,355
-3,165
788
$2.19M 0.02%
45,942
-2,106
789
$2.19M 0.02%
15,218
-7,293
790
$2.18M 0.02%
102,773
-96,506
791
$2.18M 0.02%
109,028
+19,488
792
$2.17M 0.02%
476,692
-201,945
793
$2.16M 0.02%
28,321
-21,573
794
$2.15M 0.02%
51,179
-17,384
795
$2.15M 0.02%
53,811
-7,242
796
$2.15M 0.02%
141,562
+21,736
797
$2.14M 0.02%
35,590
-8,492
798
$2.14M 0.02%
131,002
-64,829
799
$2.13M 0.02%
49,680
-6,768
800
$2.11M 0.02%
55,177
-1,353
30 31
32
33 34