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
1101
$1.06M 0.01%
41,935
-2,936
1102
$1.06M 0.01%
80,257
+8,027
1103
$1.06M 0.01%
12,108
+376
1104
$1.06M 0.01%
13,677
+2,038
1105
$1.05M 0.01%
72,433
+12,454
1106
$1.05M 0.01%
14,187
-1,285
1107
$1.05M 0.01%
132,012
+45,592
1108
$1.05M 0.01%
8,560
+2,719
1109
$1.04M 0.01%
8,922
+163
1110
$1.04M 0.01%
62,423
+10,703
1111
$1.04M 0.01%
40,216
-6,600
1112
$1.04M 0.01%
69,499
-7,672
1113
$1.03M 0.01%
18,514
+7,396
1114
$1.03M 0.01%
18,868
+1,045
1115
$1.03M 0.01%
62,465
-9,147
1116
$1.03M 0.01%
45,718
-7,378
1117
$1.02M 0.01%
32,210
+1,614
1118
$1.02M 0.01%
39,332
-8,852
1119
$1.02M 0.01%
27,943
-2,428
1120
$1.01M 0.01%
67,444
-6,154
1121
$1.01M 0.01%
8,477
-176
1122
$1.01M 0.01%
6,137
-2,905
1123
$1.01M 0.01%
37,584
+3,539
1124
$1.01M 0.01%
6,841
+208
1125
$1.01M 0.01%
39,942
-1,209
43 44
45
46 47