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
26
$153M 0.57%
2,550,640
-301,224
27
$152M 0.56%
871,219
+53,287
28
$142M 0.53%
3,650,496
-65,916
29
$141M 0.52%
6,188,209
-1,754,222
30
$139M 0.51%
4,482,514
+296,599
31
$138M 0.51%
3,028,390
+100,610
32
$136M 0.5%
577,911
+41,766
33
$135M 0.5%
1,211,725
+11,097
34
$134M 0.5%
1,470,869
+44,741
35
$132M 0.49%
806,895
+11,452
36
$131M 0.49%
433,440
-5,796
37
$131M 0.49%
1,034,522
-42,030
38
$128M 0.47%
1,304,143
+130,792
39
$124M 0.46%
5,219,971
+205,261
40
$121M 0.45%
773,158
-24,913
41
$120M 0.44%
1,227,463
-15,163
42
$119M 0.44%
552,716
+13,851
43
$107M 0.4%
582,292
-36,553
44
$106M 0.39%
1,923,589
-21,241
45
$106M 0.39%
3,224,014
+136,416
46
$105M 0.39%
1,206,046
+58,049
47
$103M 0.38%
550,134
-16,893
48
$99.5M 0.37%
2,227,288
-289,351
49
$95.4M 0.35%
564,052
-30,841
50
$93.9M 0.35%
1,597,379
+17,518
1
2
3 4 5