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
901
$1.66M 0.01%
60,123
-11,842
902
$1.65M 0.01%
60,147
+9,991
903
$1.65M 0.01%
45,747
+25,503
904
$1.63M 0.01%
1,162
+18
905
$1.63M 0.01%
269,156
-13,408
906
$1.62M 0.01%
+114,247
907
$1.62M 0.01%
15,992
-478
908
$1.62M 0.01%
7,001
-2,903
909
$1.6M 0.01%
241,205
+88,377
910
$1.6M 0.01%
22,648
+1,760
911
$1.6M 0.01%
138,095
-43,140
912
$1.6M 0.01%
48,404
-1,369
913
$1.59M 0.01%
441
+33
914
$1.59M 0.01%
63,896
+1,901
915
$1.59M 0.01%
+56,628
916
$1.58M 0.01%
116,963
+5,997
917
$1.57M 0.01%
114,673
+678
918
$1.57M 0.01%
28,231
+8,961
919
$1.57M 0.01%
38,176
+633
920
$1.56M 0.01%
31,327
-6,420
921
$1.56M 0.01%
20,337
+499
922
$1.55M 0.01%
118,415
-4,537
923
$1.55M 0.01%
42,331
+11,800
924
$1.55M 0.01%
67,454
-4,250
925
$1.55M 0.01%
44,453
-8,063
35 36
37
38 39