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
1176
$914K 0.01%
11,518
+857
1177
$914K 0.01%
18,976
+1,321
1178
$911K 0.01%
7,327
-182
1179
$908K 0.01%
14,776
-3,652
1180
$904K 0.01%
16,103
+2,208
1181
$903K 0.01%
37,767
+6,116
1182
$900K 0.01%
11,481
+2,454
1183
$897K 0.01%
23,394
-319
1184
$896K 0.01%
29,280
-4,595
1185
$895K 0.01%
18,158
+1,158
1186
$894K 0.01%
14,121
+4,706
1187
$894K 0.01%
16,692
-2,384
1188
$892K 0.01%
18,642
+6,876
1189
$886K 0.01%
51,880
-16,216
1190
$884K 0.01%
13,066
-1,702
1191
$881K 0.01%
35,673
-389
1192
$880K 0.01%
31,945
-9,944
1193
$879K 0.01%
35,943
+4,645
1194
$878K 0.01%
25,797
-121
1195
$875K 0.01%
+35,664
1196
$868K 0.01%
11,114
+44
1197
$867K 0.01%
44,918
-768
1198
$867K 0.01%
21,845
-8,106
1199
$866K 0.01%
25,692
-1,025
1200
$865K 0.01%
33,923
+4,508
46 47
48
49 50