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
51
$91.2M 0.34%
352,558
-32,581
52
$88.7M 0.33%
613,621
-43,190
53
$83.5M 0.31%
253,357
+37,888
54
$83.2M 0.31%
693,542
+100,364
55
$82.6M 0.31%
1,073,533
-2,938
56
$80M 0.3%
2,032,371
+148,329
57
$78.2M 0.29%
622,202
-34,334
58
$77.5M 0.29%
1,076,265
+117,420
59
$76.3M 0.28%
207,324
+12,143
60
$75.7M 0.28%
255,624
-31,410
61
$74.6M 0.28%
1,410,589
+33,707
62
$74.6M 0.28%
1,668,279
+685,591
63
$73.7M 0.27%
498,307
-33,265
64
$73.1M 0.27%
819,202
+201,320
65
$71.2M 0.26%
527,078
+18,607
66
$70.5M 0.26%
958,245
+56,245
67
$70M 0.26%
191,846
-1,451
68
$69.9M 0.26%
2,214,530
+141,890
69
$69.6M 0.26%
1,127,230
+57,096
70
$68.8M 0.25%
261,543
-13,486
71
$67.9M 0.25%
1,045,235
+57,657
72
$67.5M 0.25%
739,551
+22,280
73
$67M 0.25%
449,867
-29,005
74
$65.7M 0.24%
4,749,000
+102,345
75
$65.5M 0.24%
714,528
-977
1 2
3
4 5