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
1276
$745K 0.01%
27,425
-11,303
1277
$744K 0.01%
640,004
+79,671
1278
$743K 0.01%
97,345
+327
1279
$741K 0.01%
43,893
+1,021
1280
$740K 0.01%
29,541
-6,694
1281
$738K 0.01%
170,473
+44,071
1282
$736K 0.01%
21,334
-52
1283
$736K 0.01%
15,113
+4,075
1284
$732K 0.01%
38,418
+1,156
1285
$731K 0.01%
16,685
-295
1286
$731K 0.01%
21,943
-1,916
1287
$731K 0.01%
30,513
+11,931
1288
$730K 0.01%
7,227
+483
1289
$730K 0.01%
22,085
+1,672
1290
$729K 0.01%
15,063
+85
1291
$728K 0.01%
24,163
+3,301
1292
$727K 0.01%
7,963
+2,419
1293
$726K 0.01%
44,996
-589
1294
$726K 0.01%
40,538
+12,977
1295
$726K 0.01%
30,461
+6,123
1296
$724K 0.01%
13,415
+1,645
1297
$723K 0.01%
9,004
+2,447
1298
$723K 0.01%
11,484
-2,182
1299
$721K 0.01%
10,995
+724
1300
$720K 0.01%
22,794
-1,908
50 51
52
53 54