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
1901
$241K ﹤0.01%
8,742
+1,460
1902
$240K ﹤0.01%
11,629
-535
1903
$239K ﹤0.01%
300
+24
1904
$239K ﹤0.01%
6,871
+511
1905
$238K ﹤0.01%
15,383
-1,222
1906
$238K ﹤0.01%
9,408
-728
1907
$238K ﹤0.01%
17,080
+6,728
1908
$238K ﹤0.01%
9,487
-263
1909
$237K ﹤0.01%
9,852
-7,859
1910
$236K ﹤0.01%
5,849
-237
1911
$236K ﹤0.01%
1,510
-684
1912
$236K ﹤0.01%
+2,932
1913
$236K ﹤0.01%
+7,628
1914
$236K ﹤0.01%
10,608
-62
1915
$236K ﹤0.01%
+5,426
1916
$236K ﹤0.01%
41,926
+2,732
1917
$235K ﹤0.01%
+4,170
1918
$235K ﹤0.01%
45,502
+1,635
1919
$233K ﹤0.01%
3,502
+90
1920
$233K ﹤0.01%
15,239
+795
1921
$233K ﹤0.01%
16,304
+850
1922
$233K ﹤0.01%
17,570
+2,794
1923
$232K ﹤0.01%
2,305
-207
1924
$231K ﹤0.01%
92,839
-1,371
1925
$230K ﹤0.01%
+3,636
75 76
77
78 79