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
251
$20.5M 0.08%
61,388
+4,352
252
$20.4M 0.08%
409,654
+220,374
253
$20.3M 0.07%
233,181
-16,544
254
$20.2M 0.07%
1,020,792
+201,431
255
$20.2M 0.07%
943,758
+73,770
256
$20.2M 0.07%
410,870
-16,122
257
$20.2M 0.07%
5,129,021
+814,066
258
$20.1M 0.07%
343,706
-31,060
259
$20.1M 0.07%
64,550
+4,115
260
$20M 0.07%
543,591
+55,904
261
$19.9M 0.07%
202,614
-6,779
262
$19.9M 0.07%
234,142
+56,896
263
$19.7M 0.07%
231,142
-26,323
264
$19.7M 0.07%
131,134
-3,522
265
$19.5M 0.07%
526,311
+112,985
266
$19.3M 0.07%
231,612
+24,615
267
$19.2M 0.07%
136,960
-10,266
268
$19.1M 0.07%
57,738
+660
269
$18.8M 0.07%
561,524
-28,996
270
$18.8M 0.07%
513,571
-49,206
271
$18.7M 0.07%
585,515
+128,249
272
$18.7M 0.07%
217,380
-2,035
273
$18.6M 0.07%
327,811
-14,214
274
$18.6M 0.07%
386,791
+11,006
275
$18.6M 0.07%
450,687
-93,635
9 10
11
12 13