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
176
$17.2M 0.13%
628,397
-477,392
177
$17.1M 0.13%
434,422
-48,878
178
$17M 0.13%
279,744
+8,751
179
$16.9M 0.13%
125,767
+9,807
180
$16.9M 0.13%
954,770
-25,220
181
$16.8M 0.13%
311,476
+2,684
182
$16.8M 0.13%
21,261
-1,021
183
$16.7M 0.13%
1,391,223
-21,030
184
$16.6M 0.13%
132,314
-23,230
185
$16.6M 0.13%
482,198
+25,037
186
$16.5M 0.13%
80,792
+11,198
187
$16.5M 0.13%
781,031
-158,136
188
$16.4M 0.13%
380,192
+128,613
189
$16.2M 0.12%
1,338,499
-32,825
190
$16.1M 0.12%
207,562
-2,895
191
$16M 0.12%
284,761
+122
192
$15.9M 0.12%
177,303
-3,996
193
$15.8M 0.12%
3,189,563
-598,958
194
$15.7M 0.12%
149,682
-6,191
195
$15.7M 0.12%
225,427
-7,411
196
$15.7M 0.12%
381,432
-7,110
197
$15.6M 0.12%
141,294
-9,215
198
$15.6M 0.12%
114,298
-6,472
199
$15.6M 0.12%
216,566
-2,430
200
$15.4M 0.12%
216,495
-17,730
6 7
8
9 10