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
326
$15.6M 0.06%
372,692
-132,400
327
$15.4M 0.06%
34,145
+5,152
328
$15.4M 0.06%
659,428
+185,707
329
$15.2M 0.06%
186,994
-26,837
330
$15.2M 0.06%
616,016
+480,930
331
$15.1M 0.06%
244,079
+62,295
332
$15.1M 0.06%
237,250
-411
333
$15.1M 0.06%
669,155
-148,380
334
$15M 0.06%
175,160
-26,981
335
$14.9M 0.06%
391,691
-41,046
336
$14.9M 0.06%
149,536
+51,907
337
$14.9M 0.05%
587,034
+138,310
338
$14.8M 0.05%
427,352
-69,310
339
$14.8M 0.05%
146,825
-4,691
340
$14.8M 0.05%
51,884
+5,652
341
$14.7M 0.05%
497,570
-78,709
342
$14.6M 0.05%
85,620
+13,151
343
$14.6M 0.05%
127,749
-42,874
344
$14.6M 0.05%
266,222
-86,127
345
$14.5M 0.05%
492,465
+88,974
346
$14.4M 0.05%
259,734
-25,829
347
$14.2M 0.05%
415,056
-15,586
348
$14.2M 0.05%
279,434
+62,711
349
$14.1M 0.05%
64,102
+18,509
350
$14.1M 0.05%
431,930
+56,512
12 13
14
15 16