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
1976
$213K ﹤0.01%
+6,273
1977
$213K ﹤0.01%
+9,059
1978
$212K ﹤0.01%
+5,029
1979
$212K ﹤0.01%
9,707
-1,952
1980
$212K ﹤0.01%
+12,919
1981
$211K ﹤0.01%
1,430
+367
1982
$211K ﹤0.01%
20,644
-6,290
1983
$210K ﹤0.01%
11,077
-16,447
1984
$209K ﹤0.01%
10,459
+185
1985
$209K ﹤0.01%
11,659
+370
1986
$209K ﹤0.01%
10,715
-2,900
1987
$209K ﹤0.01%
13,979
+854
1988
$209K ﹤0.01%
+3,450
1989
$208K ﹤0.01%
10,863
+159
1990
$208K ﹤0.01%
+8,402
1991
$208K ﹤0.01%
+5,636
1992
$207K ﹤0.01%
+8,401
1993
$207K ﹤0.01%
81,142
+13,611
1994
$206K ﹤0.01%
+4,645
1995
$205K ﹤0.01%
11,169
-984
1996
$205K ﹤0.01%
+7,150
1997
$205K ﹤0.01%
+1,737
1998
$204K ﹤0.01%
13,280
-4,145
1999
$203K ﹤0.01%
3,349
+278
2000
$202K ﹤0.01%
+11,626
78 79
80
81 82