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
1126
$1M 0.01%
27,173
+5,021
1127
$1M 0.01%
40,844
+7,900
1128
$998K 0.01%
25,470
-721
1129
$996K 0.01%
+61,001
1130
$986K 0.01%
23,040
-1,919
1131
$983K 0.01%
27,926
+20,035
1132
$981K 0.01%
6,087
+1,772
1133
$981K 0.01%
8,560
-89
1134
$978K 0.01%
33,674
-13,621
1135
$978K 0.01%
85,072
-46,173
1136
$976K 0.01%
4
-1
1137
$976K 0.01%
14,506
-149
1138
$976K 0.01%
31,203
+2,160
1139
$975K 0.01%
15,896
-758
1140
$974K 0.01%
95,387
+2,516
1141
$973K 0.01%
35,118
+1,212
1142
$973K 0.01%
6,570
+1,699
1143
$969K 0.01%
+47,376
1144
$968K 0.01%
20,864
-218
1145
$967K 0.01%
12,043
+367
1146
$965K 0.01%
51,001
-4,960
1147
$965K 0.01%
7,889
+2,442
1148
$965K 0.01%
19,686
-8,729
1149
$959K 0.01%
146,424
-42,152
1150
$957K 0.01%
8,997
-10,993
44 45
46
47 48