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
376
$13.1M 0.05%
195,996
-11,084
377
$13M 0.05%
310,064
-59,473
378
$13M 0.05%
2,318,752
+842,664
379
$13M 0.05%
649,878
-123,901
380
$13M 0.05%
1,796,231
-1,455,912
381
$12.9M 0.05%
7,253
+366
382
$12.9M 0.05%
1,246,655
+45,449
383
$12.8M 0.05%
314,520
+69,593
384
$12.8M 0.05%
373,274
-34,245
385
$12.8M 0.05%
213,964
-15,405
386
$12.6M 0.05%
81,167
-35,894
387
$12.6M 0.05%
137,189
-460
388
$12.6M 0.05%
490,459
+170,559
389
$12.5M 0.05%
1,053,271
+133,671
390
$12.5M 0.05%
31,245
+4,699
391
$12.4M 0.05%
353,844
+9,832
392
$12.4M 0.05%
644,197
+490,209
393
$12.4M 0.05%
193,477
-12,436
394
$12.4M 0.05%
87,177
-14,893
395
$12.4M 0.05%
61,770
+15,786
396
$12.3M 0.05%
2,801,042
+760,899
397
$12.3M 0.05%
205,307
-7,611
398
$12.2M 0.05%
231,660
-16,378
399
$12.2M 0.05%
105,230
+2,910
400
$12.2M 0.05%
101,627
-18,950
14 15
16
17 18