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
1026
$1.24M 0.01%
34,118
+162
1027
$1.24M 0.01%
29,751
+6,002
1028
$1.23M 0.01%
21,763
-2,307
1029
$1.23M 0.01%
67,282
+27,030
1030
$1.23M 0.01%
24,926
-5,126
1031
$1.23M 0.01%
146,259
+73,514
1032
$1.22M 0.01%
97,925
+11,318
1033
$1.22M 0.01%
44,547
-6,532
1034
$1.22M 0.01%
18,994
-529
1035
$1.22M 0.01%
16,536
+203
1036
$1.21M 0.01%
22,547
-4,226
1037
$1.21M 0.01%
16,580
+371
1038
$1.21M 0.01%
93,457
-2,957
1039
$1.2M 0.01%
13,233
-718
1040
$1.2M 0.01%
29,303
-10,573
1041
$1.2M 0.01%
14,287
-5,036
1042
$1.2M 0.01%
57,429
-82,212
1043
$1.2M 0.01%
15,273
+1,403
1044
$1.19M 0.01%
18,007
-4,111
1045
$1.19M 0.01%
15,087
-154
1046
$1.19M 0.01%
28,596
+3,519
1047
$1.18M 0.01%
13,791
+808
1048
$1.18M 0.01%
8,631
+1,713
1049
$1.18M 0.01%
34,414
+10,253
1050
$1.17M 0.01%
13,585
+1,581
40 41
42
43 44