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
1801
$294K ﹤0.01%
8,877
+2,980
1802
$294K ﹤0.01%
22,140
+453
1803
$293K ﹤0.01%
15,237
-10,296
1804
$292K ﹤0.01%
7,746
+914
1805
$292K ﹤0.01%
15,105
+734
1806
$292K ﹤0.01%
6,620
+421
1807
$291K ﹤0.01%
4,473
+471
1808
$291K ﹤0.01%
41,749
+785
1809
$289K ﹤0.01%
29,412
-66,908
1810
$289K ﹤0.01%
6,840
+15
1811
$289K ﹤0.01%
15,420
-170
1812
$288K ﹤0.01%
4,785
-2,108
1813
$288K ﹤0.01%
7,519
+725
1814
$288K ﹤0.01%
16,413
+3,156
1815
$288K ﹤0.01%
6,525
+181
1816
$287K ﹤0.01%
4,692
+278
1817
$287K ﹤0.01%
6,896
+323
1818
$287K ﹤0.01%
12,882
-4,386
1819
$287K ﹤0.01%
15,361
-9,143
1820
$286K ﹤0.01%
34,237
-20,728
1821
$285K ﹤0.01%
14,138
+1,687
1822
$285K ﹤0.01%
31,952
-2,755
1823
$283K ﹤0.01%
8,654
+1,109
1824
$283K ﹤0.01%
+7,127
1825
$282K ﹤0.01%
16,869
+5,717
71 72
73
74 75