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
1526
$491K ﹤0.01%
12,096
+1,476
1527
$490K ﹤0.01%
29,729
+10,474
1528
$490K ﹤0.01%
11,101
+91
1529
$488K ﹤0.01%
12,647
-4,392
1530
$487K ﹤0.01%
22,204
-1,587
1531
$487K ﹤0.01%
70,647
-668
1532
$485K ﹤0.01%
18,697
-4,799
1533
$483K ﹤0.01%
8,471
+341
1534
$482K ﹤0.01%
60,149
-1,095
1535
$481K ﹤0.01%
7,679
+2,744
1536
$481K ﹤0.01%
10,631
+3,249
1537
$481K ﹤0.01%
19,697
-1,780
1538
$481K ﹤0.01%
38,748
+2,905
1539
$478K ﹤0.01%
8,059
+3,259
1540
$477K ﹤0.01%
5,891
+601
1541
$475K ﹤0.01%
12,173
+416
1542
$474K ﹤0.01%
11,541
+3,863
1543
$468K ﹤0.01%
18,288
+2,392
1544
$467K ﹤0.01%
8,064
+2,284
1545
$467K ﹤0.01%
7,924
+588
1546
$466K ﹤0.01%
8,284
-1,636
1547
$463K ﹤0.01%
13,306
+3,984
1548
$463K ﹤0.01%
13,739
+4,346
1549
$461K ﹤0.01%
17,039
-1,300
1550
$461K ﹤0.01%
7,389
-50
60 61
62
63 64