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
876
$1.73M 0.01%
28,805
+8,208
877
$1.73M 0.01%
35,228
-4,012
878
$1.72M 0.01%
82,446
-6,630
879
$1.72M 0.01%
90,073
-31,152
880
$1.72M 0.01%
66,763
-776
881
$1.71M 0.01%
203,532
+19,109
882
$1.71M 0.01%
32,036
-9,472
883
$1.71M 0.01%
59,907
+12,072
884
$1.71M 0.01%
90,168
+40,044
885
$1.71M 0.01%
151,213
+8,097
886
$1.71M 0.01%
33,248
-1,887
887
$1.71M 0.01%
43,705
+3,443
888
$1.71M 0.01%
223,692
-38,352
889
$1.7M 0.01%
53,086
-25,053
890
$1.69M 0.01%
22,177
+3,779
891
$1.69M 0.01%
49,839
+7,497
892
$1.69M 0.01%
25,070
+21,779
893
$1.69M 0.01%
38,452
+2,146
894
$1.69M 0.01%
25,881
-234
895
$1.68M 0.01%
152,638
+3,529
896
$1.68M 0.01%
17,588
+2,845
897
$1.68M 0.01%
15,819
-3,651
898
$1.68M 0.01%
253,915
+3,327
899
$1.68M 0.01%
59,490
+31,141
900
$1.67M 0.01%
4,770
-1,906
34 35
36
37 38