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
1551
$460K ﹤0.01%
30,396
+1,993
1552
$460K ﹤0.01%
19,387
-3,841
1553
$460K ﹤0.01%
6,669
+3
1554
$459K ﹤0.01%
6,802
+392
1555
$459K ﹤0.01%
12,184
+1,838
1556
$459K ﹤0.01%
6,622
+1,225
1557
$459K ﹤0.01%
727
+253
1558
$459K ﹤0.01%
10,527
+2,174
1559
$458K ﹤0.01%
1,362
+241
1560
$458K ﹤0.01%
11,099
-1,979
1561
$457K ﹤0.01%
892
-138
1562
$457K ﹤0.01%
2,487
-283
1563
$456K ﹤0.01%
17,013
+2,559
1564
$455K ﹤0.01%
19,207
-3,188
1565
$454K ﹤0.01%
10,170
+1,897
1566
$454K ﹤0.01%
8,007
+477
1567
$454K ﹤0.01%
35,471
+667
1568
$453K ﹤0.01%
11,726
+5,859
1569
$452K ﹤0.01%
7,741
+403
1570
$452K ﹤0.01%
8,308
-224
1571
$452K ﹤0.01%
18,404
-8,955
1572
$451K ﹤0.01%
890
-2,344
1573
$450K ﹤0.01%
9,775
+1,067
1574
$450K ﹤0.01%
38,144
-24,017
1575
$450K ﹤0.01%
+3,345
61 62
63
64 65