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
351
$14M 0.05%
17,421
-210
352
$14M 0.05%
5,166,427
+1,383,990
353
$14M 0.05%
507,398
-139,539
354
$13.9M 0.05%
570,947
-8,202
355
$13.9M 0.05%
155,104
-1,324
356
$13.8M 0.05%
79,137
-7,156
357
$13.8M 0.05%
89,148
-17,262
358
$13.8M 0.05%
105,935
-28,889
359
$13.8M 0.05%
173,777
+17,331
360
$13.7M 0.05%
652,850
+189,750
361
$13.5M 0.05%
355,082
-35,411
362
$13.5M 0.05%
522,088
-122,823
363
$13.5M 0.05%
708,441
+8,993
364
$13.4M 0.05%
192,679
-7,094
365
$13.4M 0.05%
727,658
+155,856
366
$13.3M 0.05%
284,350
-38,356
367
$13.3M 0.05%
85,904
+7,201
368
$13.3M 0.05%
3,278,563
+1,264,107
369
$13.3M 0.05%
58,473
+9,646
370
$13.3M 0.05%
390,219
+38,005
371
$13.2M 0.05%
135,153
-99
372
$13.2M 0.05%
306,966
-28,390
373
$13.1M 0.05%
207,881
-135,378
374
$13.1M 0.05%
1,370,251
+94,855
375
$13.1M 0.05%
429,737
-156,946
13 14
15
16 17