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
1476
$526K ﹤0.01%
88,900
-6,682
1477
$523K ﹤0.01%
8,301
+489
1478
$522K ﹤0.01%
27,778
+4,522
1479
$522K ﹤0.01%
28,754
+7,162
1480
$522K ﹤0.01%
14,165
+1,067
1481
$521K ﹤0.01%
14,470
+208
1482
$520K ﹤0.01%
11,778
+628
1483
$520K ﹤0.01%
9,297
+572
1484
$519K ﹤0.01%
19,498
+761
1485
$519K ﹤0.01%
+15,269
1486
$518K ﹤0.01%
+17,610
1487
$518K ﹤0.01%
7,135
-438
1488
$517K ﹤0.01%
10,434
-1,476
1489
$517K ﹤0.01%
20,370
+4,509
1490
$517K ﹤0.01%
34,786
+548
1491
$515K ﹤0.01%
9,483
+1,485
1492
$515K ﹤0.01%
9,430
+1,318
1493
$514K ﹤0.01%
21,188
-300
1494
$514K ﹤0.01%
11,513
+4,397
1495
$513K ﹤0.01%
6,407
+1,711
1496
$513K ﹤0.01%
8,963
+1,093
1497
$513K ﹤0.01%
22,246
+10,053
1498
$513K ﹤0.01%
66,400
-71,551
1499
$512K ﹤0.01%
12,824
+867
1500
$511K ﹤0.01%
6,560
+1,522
58 59
60
61 62