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
1951
$222K ﹤0.01%
2,192
-56
1952
$221K ﹤0.01%
8,220
-90
1953
$221K ﹤0.01%
8,804
-1,006
1954
$220K ﹤0.01%
+4,732
1955
$220K ﹤0.01%
+9,603
1956
$219K ﹤0.01%
5,102
-878
1957
$219K ﹤0.01%
20,487
+8,651
1958
$219K ﹤0.01%
+2,490
1959
$219K ﹤0.01%
+5,343
1960
$219K ﹤0.01%
+6,318
1961
$218K ﹤0.01%
9,561
-10,256
1962
$218K ﹤0.01%
+5,872
1963
$218K ﹤0.01%
23,433
+110
1964
$217K ﹤0.01%
4,392
+62
1965
$216K ﹤0.01%
+2,840
1966
$216K ﹤0.01%
+11,984
1967
$216K ﹤0.01%
12,214
+491
1968
$216K ﹤0.01%
+4,068
1969
$215K ﹤0.01%
+7,108
1970
$215K ﹤0.01%
4,337
+186
1971
$214K ﹤0.01%
+8,899
1972
$214K ﹤0.01%
+2,568
1973
$214K ﹤0.01%
25,986
+828
1974
$213K ﹤0.01%
5,926
+224
1975
$213K ﹤0.01%
14,288
+1,417
77 78
79
80 81