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
1051
$1.17M 0.01%
17,018
-135
1052
$1.17M 0.01%
11,845
-634
1053
$1.16M 0.01%
61,580
-24,250
1054
$1.16M 0.01%
31,307
-547
1055
$1.16M 0.01%
11,092
-328
1056
$1.15M 0.01%
26,385
+8,606
1057
$1.15M 0.01%
24,291
-3,492
1058
$1.15M 0.01%
92,690
-53,349
1059
$1.15M 0.01%
60,645
+5,388
1060
$1.15M 0.01%
36,530
-17,163
1061
$1.15M 0.01%
46,461
+6,928
1062
$1.15M 0.01%
30,409
-8,967
1063
$1.15M 0.01%
+37,128
1064
$1.14M 0.01%
33,346
-3,799
1065
$1.14M 0.01%
40,258
+2,025
1066
$1.14M 0.01%
55,784
+9,631
1067
$1.14M 0.01%
37,353
-282
1068
$1.14M 0.01%
3,650
-788
1069
$1.13M 0.01%
68,656
+7,460
1070
$1.13M 0.01%
131,235
+6,875
1071
$1.13M 0.01%
21,473
-775
1072
$1.12M 0.01%
19,763
+10,640
1073
$1.12M 0.01%
20,093
+1,691
1074
$1.12M 0.01%
13,493
-36,808
1075
$1.12M 0.01%
7,815
-541
41 42
43
44 45