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
401
$12.1M 0.04%
609,020
-30,032
402
$12.1M 0.04%
172,253
-15,110
403
$12.1M 0.04%
3,845,865
+399,565
404
$12.1M 0.04%
388,173
+25,771
405
$11.9M 0.04%
60,344
+4,370
406
$11.8M 0.04%
31,939
+594
407
$11.7M 0.04%
87,617
-4,270
408
$11.7M 0.04%
237,367
+95,712
409
$11.7M 0.04%
191,950
-37,775
410
$11.7M 0.04%
292,059
+5,178
411
$11.6M 0.04%
2,052,712
-732,335
412
$11.6M 0.04%
800,187
-35,826
413
$11.6M 0.04%
254,890
+33,529
414
$11.6M 0.04%
148,506
-15,560
415
$11.5M 0.04%
118,714
-8,892
416
$11.4M 0.04%
63,138
-3,806
417
$11.4M 0.04%
441,031
+131,281
418
$11.3M 0.04%
25,572
-10,112
419
$11.3M 0.04%
192,095
-17,954
420
$11.3M 0.04%
80,894
-9,323
421
$11.2M 0.04%
252,013
-1,897
422
$11.2M 0.04%
195,568
-10,742
423
$11.1M 0.04%
397,260
+241
424
$11M 0.04%
47,133
+9,392
425
$11M 0.04%
155,400
-7,200
15 16
17
18 19