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
426
$11M 0.04%
571,918
-71,118
427
$11M 0.04%
31,581
+2,258
428
$10.9M 0.04%
216,715
-26,800
429
$10.9M 0.04%
185,962
-115,865
430
$10.7M 0.04%
4,626,312
-1,537,005
431
$10.6M 0.04%
697,519
-228,699
432
$10.6M 0.04%
101,757
+17,777
433
$10.6M 0.04%
277,592
-28,160
434
$10.6M 0.04%
56,443
-9,760
435
$10.6M 0.04%
1,030,277
-828,463
436
$10.6M 0.04%
53,095
+1,550
437
$10.5M 0.04%
428,233
-12,690
438
$10.5M 0.04%
225,857
-59,411
439
$10.5M 0.04%
66,516
+11,920
440
$10.5M 0.04%
131,651
+16,269
441
$10.5M 0.04%
267,629
+124,628
442
$10.4M 0.04%
273,257
+93,499
443
$10.4M 0.04%
396,623
+47,142
444
$10.4M 0.04%
97,996
-27,656
445
$10.3M 0.04%
88,984
-28,892
446
$10.3M 0.04%
470,272
-6,555
447
$10.2M 0.04%
306,929
+25,551
448
$10.2M 0.04%
196,999
-59,716
449
$10.1M 0.04%
201,837
-15,382
450
$10.1M 0.04%
377,271
+59,424
16 17
18
19 20