AG
Aperio Group Portfolio holdings
AUM
$33.8B
1-Year Return
31.39%
This Quarter Return
+4.59%
1 Year Return
+31.39%
3 Year Return
+70.33%
5 Year Return
+145.91%
10 Year Return
–
AUM
$13.1B
AUM Growth
-$743M
(-5.4%)
Cap. Flow
-$1.1B
Cap. Flow
% of AUM
-8.44%
Top 10 Holdings %
Top 10 Hldgs %
12.91%
Holding
2,187
New
124
Increased
943
Reduced
1,044
Closed
69
Top Buys
| 1 |
US Bancorp
USB
|
$16.7M |
| 2 |
Public Storage
PSA
|
$13.8M |
| 3 |
IBM
IBM
|
$13.6M |
| 4 |
3M
MMM
|
$13.5M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$12.2M |
Top Sells
| 1 |
Public Service Enterprise Group
PEG
|
$28.8M |
| 2 |
Scotiabank
BNS
|
$28.6M |
| 3 |
Novartis
NVS
|
$28.2M |
| 4 |
Amdocs
DOX
|
$25.4M |
| 5 |
Royal Bank of Canada
RY
|
$24.9M |
Sector Composition
| 1 | Financials | 18.59% |
| 2 | Technology | 14.75% |
| 3 | Healthcare | 12.34% |
| 4 | Industrials | 9.56% |
| 5 | Consumer Staples | 8.77% |
