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
1376
$628K ﹤0.01%
39,935
+2,810
1377
$628K ﹤0.01%
14,355
-1,016
1378
$627K ﹤0.01%
4,450
+1,317
1379
$627K ﹤0.01%
16,143
+1,022
1380
$626K ﹤0.01%
39,832
-9,870
1381
$625K ﹤0.01%
21,076
+2,276
1382
$625K ﹤0.01%
13,809
+358
1383
$623K ﹤0.01%
27,794
+3,106
1384
$619K ﹤0.01%
16,789
+964
1385
$618K ﹤0.01%
66,978
-71,952
1386
$618K ﹤0.01%
6,258
-574
1387
$616K ﹤0.01%
20,182
-30,731
1388
$616K ﹤0.01%
14,473
+5,718
1389
$616K ﹤0.01%
8,535
-2,709
1390
$616K ﹤0.01%
27,806
-1,468
1391
$614K ﹤0.01%
3,107
-1,151
1392
$613K ﹤0.01%
20,179
+4,025
1393
$613K ﹤0.01%
9,097
+733
1394
$612K ﹤0.01%
22,147
+4,814
1395
$612K ﹤0.01%
22,889
-578
1396
$611K ﹤0.01%
10,283
+1,153
1397
$611K ﹤0.01%
8,361
+313
1398
$610K ﹤0.01%
53,324
+9,034
1399
$609K ﹤0.01%
8,217
-1,434
1400
$608K ﹤0.01%
16,818
-271
54 55
56
57 58