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
1576
$449K ﹤0.01%
9,548
+352
1577
$449K ﹤0.01%
9,562
+368
1578
$448K ﹤0.01%
9,546
-170
1579
$447K ﹤0.01%
11,763
+1,035
1580
$447K ﹤0.01%
33,476
+3,384
1581
$447K ﹤0.01%
22,263
+1,142
1582
$446K ﹤0.01%
21,840
-4,450
1583
$446K ﹤0.01%
27,851
+5,230
1584
$446K ﹤0.01%
9,389
+2,213
1585
$445K ﹤0.01%
13,342
+2,002
1586
$445K ﹤0.01%
10,929
-12,093
1587
$445K ﹤0.01%
46,326
-667
1588
$444K ﹤0.01%
5,057
+1,609
1589
$443K ﹤0.01%
7,176
+1,242
1590
$443K ﹤0.01%
16,763
+1,180
1591
$443K ﹤0.01%
18,818
+1,297
1592
$442K ﹤0.01%
13,383
+205
1593
$442K ﹤0.01%
21,999
-251
1594
$440K ﹤0.01%
12,990
+2,622
1595
$438K ﹤0.01%
18,699
+4,179
1596
$437K ﹤0.01%
27,633
+5,319
1597
$437K ﹤0.01%
18,547
+897
1598
$434K ﹤0.01%
7,418
+704
1599
$434K ﹤0.01%
23,566
+777
1600
$434K ﹤0.01%
18,017
+1,567
62 63
64
65 66