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
1601
$433K ﹤0.01%
8,361
+1,140
1602
$433K ﹤0.01%
18,568
+1,262
1603
$431K ﹤0.01%
30,398
+12,415
1604
$430K ﹤0.01%
5,062
-165
1605
$430K ﹤0.01%
6,683
+2,418
1606
$430K ﹤0.01%
12,946
+1,822
1607
$430K ﹤0.01%
+13,493
1608
$429K ﹤0.01%
4,879
+1,367
1609
$427K ﹤0.01%
7,332
-406
1610
$427K ﹤0.01%
31,603
+4,536
1611
$426K ﹤0.01%
10,175
+807
1612
$425K ﹤0.01%
46,532
-3,576
1613
$425K ﹤0.01%
13,271
-197
1614
$425K ﹤0.01%
12,959
+992
1615
$424K ﹤0.01%
14,567
-1,422
1616
$424K ﹤0.01%
20,063
-12,184
1617
$423K ﹤0.01%
10,225
-28
1618
$423K ﹤0.01%
12,468
+323
1619
$420K ﹤0.01%
12,084
+4,091
1620
$419K ﹤0.01%
41,525
-3,830
1621
$419K ﹤0.01%
43,658
+11,119
1622
$418K ﹤0.01%
15,855
-787
1623
$418K ﹤0.01%
23,025
+1,163
1624
$418K ﹤0.01%
14,458
+4,010
1625
$418K ﹤0.01%
24,728
-4,445
63 64
65
66 67