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
851
$1.83M 0.01%
53,940
-2,594
852
$1.82M 0.01%
26,252
-11,282
853
$1.82M 0.01%
477,039
+25,907
854
$1.81M 0.01%
59,541
-20,778
855
$1.81M 0.01%
18,663
-1,448
856
$1.81M 0.01%
37,911
-3,310
857
$1.81M 0.01%
29,864
+3,676
858
$1.8M 0.01%
95,281
-6,272
859
$1.8M 0.01%
22,064
-9,628
860
$1.79M 0.01%
63,516
-17,906
861
$1.79M 0.01%
67,017
-2,736
862
$1.79M 0.01%
36,609
-708
863
$1.79M 0.01%
63,917
-20,462
864
$1.79M 0.01%
45,236
-6,885
865
$1.78M 0.01%
24,810
-57,662
866
$1.78M 0.01%
65,139
-7,569
867
$1.77M 0.01%
73,168
-134,538
868
$1.77M 0.01%
33,296
-70,442
869
$1.77M 0.01%
64,284
-12,911
870
$1.76M 0.01%
81,744
-19,976
871
$1.76M 0.01%
197,224
+206
872
$1.75M 0.01%
30,178
-12,656
873
$1.74M 0.01%
114,760
-5,160
874
$1.73M 0.01%
27,203
-4,433
875
$1.73M 0.01%
79,083
-2,494
33 34
35
36 37