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
1676
$377K ﹤0.01%
5,083
+872
1677
$376K ﹤0.01%
20,860
+1,737
1678
$375K ﹤0.01%
9,318
+2,015
1679
$375K ﹤0.01%
27,258
+4,856
1680
$373K ﹤0.01%
22,764
+1,276
1681
$373K ﹤0.01%
18,733
+453
1682
$371K ﹤0.01%
16,982
+1,762
1683
$370K ﹤0.01%
28,579
+9,441
1684
$370K ﹤0.01%
18,809
-26,533
1685
$370K ﹤0.01%
8,753
+661
1686
$369K ﹤0.01%
33,148
+16,879
1687
$369K ﹤0.01%
13,171
-8,563
1688
$369K ﹤0.01%
4,135
-1,571
1689
$368K ﹤0.01%
31,576
+9,030
1690
$368K ﹤0.01%
11,003
+855
1691
$367K ﹤0.01%
11,456
+3,108
1692
$366K ﹤0.01%
11,800
+461
1693
$365K ﹤0.01%
19,229
-18,736
1694
$365K ﹤0.01%
51,719
1695
$364K ﹤0.01%
47,563
+7,495
1696
$363K ﹤0.01%
24,995
-9,964
1697
$363K ﹤0.01%
8,046
+2,061
1698
$363K ﹤0.01%
5,005
+533
1699
$363K ﹤0.01%
11,733
+735
1700
$363K ﹤0.01%
16,779
-17,376
66 67
68
69 70