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
1451
$553K ﹤0.01%
11,949
+333
1452
$553K ﹤0.01%
7,306
-2,449
1453
$551K ﹤0.01%
20,246
+5,219
1454
$551K ﹤0.01%
21,056
-83
1455
$551K ﹤0.01%
6,643
+303
1456
$548K ﹤0.01%
58,919
-958
1457
$548K ﹤0.01%
11,023
+265
1458
$547K ﹤0.01%
17,287
+879
1459
$546K ﹤0.01%
7,944
+1,734
1460
$546K ﹤0.01%
18,096
+778
1461
$544K ﹤0.01%
13,903
+1,922
1462
$543K ﹤0.01%
35,856
+6,099
1463
$540K ﹤0.01%
8,065
+234
1464
$539K ﹤0.01%
39,332
+3,372
1465
$538K ﹤0.01%
7,287
-127
1466
$537K ﹤0.01%
12,279
+1,106
1467
$536K ﹤0.01%
21,940
+2,238
1468
$535K ﹤0.01%
12,844
+2,570
1469
$532K ﹤0.01%
8,613
+2,796
1470
$532K ﹤0.01%
25,472
-1,571
1471
$531K ﹤0.01%
19,753
+1,136
1472
$531K ﹤0.01%
33,540
-9,860
1473
$530K ﹤0.01%
17,067
+1,243
1474
$530K ﹤0.01%
9,443
+115
1475
$527K ﹤0.01%
9,676
+3,373
57 58
59
60 61