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
801
$2.1M 0.02%
127,477
+45,182
802
$2.1M 0.02%
84,100
-17,868
803
$2.09M 0.02%
43,795
-4,942
804
$2.09M 0.02%
231,284
+2,417
805
$2.09M 0.02%
2,548
+284
806
$2.09M 0.02%
19,847
-27,219
807
$2.08M 0.02%
26,996
+4,128
808
$2.08M 0.02%
20,824
-74,196
809
$2.07M 0.02%
29,946
+326
810
$2.07M 0.02%
18,631
+1,697
811
$2.07M 0.02%
+54,631
812
$2.05M 0.02%
27,815
-3,110
813
$2.04M 0.02%
27,927
+2,840
814
$2.04M 0.02%
39,209
-1,188
815
$2.04M 0.02%
79,290
+56,373
816
$2.03M 0.02%
49,104
-6,358
817
$2.03M 0.02%
81,342
+23,373
818
$2.03M 0.02%
414,033
-509,757
819
$2.03M 0.02%
18,142
+1,480
820
$2.03M 0.02%
122,593
-46,709
821
$2.02M 0.02%
133,305
-8,935
822
$2.02M 0.02%
33,992
+2,154
823
$2.01M 0.02%
14,231
-3,008
824
$2M 0.02%
56,310
+9,932
825
$2M 0.02%
20,778
-142
31 32
33
34 35