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
926
$1.55M 0.01%
49,551
-10,066
927
$1.54M 0.01%
13,675
-2,402
928
$1.54M 0.01%
110,551
-19,427
929
$1.54M 0.01%
64,974
+13,847
930
$1.53M 0.01%
19,994
+7,267
931
$1.53M 0.01%
49,695
+15,482
932
$1.53M 0.01%
51,469
+3,874
933
$1.53M 0.01%
96,212
-12,053
934
$1.52M 0.01%
44,302
+11,560
935
$1.52M 0.01%
21,978
-4,839
936
$1.51M 0.01%
37,404
-880
937
$1.51M 0.01%
13,438
+1,704
938
$1.51M 0.01%
1,556
-535
939
$1.51M 0.01%
46,057
-2,191
940
$1.51M 0.01%
28,549
+3,242
941
$1.49M 0.01%
28,469
-2,623
942
$1.49M 0.01%
22,053
-825
943
$1.49M 0.01%
49,380
-4,844
944
$1.48M 0.01%
66,031
-3,100
945
$1.47M 0.01%
15,704
-1,359
946
$1.47M 0.01%
31,817
-9,822
947
$1.47M 0.01%
34,658
+2,370
948
$1.45M 0.01%
21,674
-5,476
949
$1.44M 0.01%
53,517
+28,404
950
$1.44M 0.01%
28,708
-98,652
36 37
38
39 40