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
826
$2M 0.02%
24,201
-14,147
827
$1.98M 0.02%
45,738
-3,945
828
$1.98M 0.02%
32,028
-9,879
829
$1.97M 0.02%
133,645
-78,394
830
$1.96M 0.02%
31,103
-1,994
831
$1.95M 0.01%
35,992
+21,824
832
$1.94M 0.01%
38,356
+2,951
833
$1.94M 0.01%
21,278
-121
834
$1.92M 0.01%
27,838
-8,375
835
$1.91M 0.01%
45,480
+710
836
$1.9M 0.01%
17,061
-643
837
$1.9M 0.01%
29,376
-275
838
$1.89M 0.01%
25,609
-30,478
839
$1.89M 0.01%
274,266
+51,706
840
$1.88M 0.01%
42,321
+439
841
$1.88M 0.01%
42,039
+3,962
842
$1.87M 0.01%
22,093
-622
843
$1.87M 0.01%
11,587
-2,391
844
$1.86M 0.01%
97,746
-18,028
845
$1.85M 0.01%
39,002
-45,474
846
$1.84M 0.01%
35,355
-2,075
847
$1.84M 0.01%
58,293
-21,688
848
$1.84M 0.01%
28,703
-8,898
849
$1.83M 0.01%
11,215
+2,539
850
$1.83M 0.01%
51,908
-29,940
32 33
34
35 36