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
1426
$584K ﹤0.01%
50,897
+6,834
1427
$582K ﹤0.01%
12,048
+730
1428
$581K ﹤0.01%
11,003
+396
1429
$578K ﹤0.01%
7,525
+510
1430
$578K ﹤0.01%
21,417
+10,021
1431
$575K ﹤0.01%
11,706
+1,360
1432
$574K ﹤0.01%
12,858
+405
1433
$573K ﹤0.01%
9,516
+1,950
1434
$572K ﹤0.01%
13,313
-3,076
1435
$571K ﹤0.01%
6,670
+1,376
1436
$569K ﹤0.01%
27,944
-818
1437
$568K ﹤0.01%
10,378
+1,257
1438
$568K ﹤0.01%
15,009
+149
1439
$567K ﹤0.01%
34,422
+150
1440
$566K ﹤0.01%
18,121
-12,237
1441
$565K ﹤0.01%
25,098
+3,134
1442
$564K ﹤0.01%
10,134
+1,360
1443
$564K ﹤0.01%
14,231
-1,554
1444
$561K ﹤0.01%
101,916
-11,793
1445
$560K ﹤0.01%
15,228
+405
1446
$560K ﹤0.01%
34,767
+2,137
1447
$558K ﹤0.01%
47,124
-13,111
1448
$558K ﹤0.01%
11,394
+1,716
1449
$555K ﹤0.01%
14,014
+885
1450
$554K ﹤0.01%
18,420
+2,522
56 57
58
59 60