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
1651
$397K ﹤0.01%
7,909
+797
1652
$396K ﹤0.01%
30,316
+7,580
1653
$395K ﹤0.01%
3,484
+232
1654
$391K ﹤0.01%
7,154
+2,616
1655
$390K ﹤0.01%
11,549
-2,415
1656
$390K ﹤0.01%
39,351
-641
1657
$389K ﹤0.01%
30,024
-880
1658
$389K ﹤0.01%
10,994
+2,452
1659
$388K ﹤0.01%
6,398
-60
1660
$386K ﹤0.01%
41,405
+6,802
1661
$384K ﹤0.01%
10,834
+434
1662
$384K ﹤0.01%
5,950
-595
1663
$384K ﹤0.01%
9,204
+1,045
1664
$384K ﹤0.01%
18,770
-2,763
1665
$384K ﹤0.01%
10,427
-11,218
1666
$383K ﹤0.01%
21,387
+8,245
1667
$383K ﹤0.01%
32,057
+1,395
1668
$383K ﹤0.01%
15,337
+6,137
1669
$382K ﹤0.01%
9,248
+2,043
1670
$382K ﹤0.01%
11,647
+1,680
1671
$380K ﹤0.01%
14,517
-701
1672
$379K ﹤0.01%
6,085
+470
1673
$379K ﹤0.01%
5,997
+537
1674
$378K ﹤0.01%
27,722
+3,301
1675
$378K ﹤0.01%
9,703
+654
65 66
67
68 69