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
1876
$255K ﹤0.01%
12,597
+208
1877
$252K ﹤0.01%
19,630
+2,277
1878
$252K ﹤0.01%
3,473
-713
1879
$252K ﹤0.01%
13,432
-15,418
1880
$251K ﹤0.01%
3,332
+149
1881
$251K ﹤0.01%
15,726
+3,331
1882
$250K ﹤0.01%
+6,256
1883
$250K ﹤0.01%
14,143
-1,666
1884
$250K ﹤0.01%
22,819
+8,929
1885
$249K ﹤0.01%
17,771
+608
1886
$248K ﹤0.01%
+10,683
1887
$247K ﹤0.01%
4,564
-225
1888
$247K ﹤0.01%
+11,869
1889
$247K ﹤0.01%
12,213
-655
1890
$246K ﹤0.01%
+7,478
1891
$245K ﹤0.01%
8,196
-496
1892
$243K ﹤0.01%
+9,891
1893
$243K ﹤0.01%
16,913
+3,447
1894
$243K ﹤0.01%
+8,661
1895
$242K ﹤0.01%
+6,153
1896
$242K ﹤0.01%
22,597
-3,909
1897
$242K ﹤0.01%
8,484
-2,288
1898
$241K ﹤0.01%
+9,111
1899
$241K ﹤0.01%
+7,054
1900
$241K ﹤0.01%
61
-118
74 75
76
77 78