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
$27.1B
AUM Growth
+$4.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,442
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$30.7M
3
+$23.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$19.8M
5
ARNC
Arconic Corporation
ARNC
+$18.5M

Top Sells

1
+$40.1M
2
+$32.5M
3
+$26M
4
PSA icon
Public Storage
PSA
+$20.9M
5
ALLY icon
Ally Financial
ALLY
+$18.9M

Sector Composition

1 Technology 24.67%
2 Healthcare 14.4%
3 Financials 13.15%
4 Consumer Discretionary 10.5%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.3M 0.09%
188,950
-11,650
227
$23.2M 0.09%
283,031
-66,051
228
$23.2M 0.09%
454,030
+40,640
229
$23.1M 0.09%
822,045
-31,065
230
$23.1M 0.09%
8,733,863
+356,634
231
$22.9M 0.08%
225,572
+37,348
232
$22.8M 0.08%
76,661
-1,143
233
$22.7M 0.08%
418,958
+4,475
234
$22.5M 0.08%
665,924
+22,805
235
$22.4M 0.08%
372,797
-15,254
236
$22.4M 0.08%
664,808
-129,137
237
$22.2M 0.08%
811,594
-102,399
238
$22.1M 0.08%
1,330,404
+333,033
239
$22.1M 0.08%
285,393
+34,193
240
$21.7M 0.08%
202,226
+26,085
241
$21.7M 0.08%
341,683
-20,642
242
$21.7M 0.08%
949,780
+513,419
243
$21.6M 0.08%
306,851
+34,623
244
$21.6M 0.08%
1,749,530
-191,540
245
$21.5M 0.08%
395,014
-40,066
246
$21.4M 0.08%
245,216
+26,768
247
$21.3M 0.08%
110,730
-5,114
248
$21.1M 0.08%
904,241
-276,064
249
$21M 0.08%
1,820,003
+332,923
250
$20.8M 0.08%
122,523
-10,178
8 9
10
11 12