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
76
$63.4M 0.23%
452,894
-13,235
77
$62.9M 0.23%
123,272
+3,487
78
$62.8M 0.23%
1,228,358
+59,125
79
$62.3M 0.23%
642,559
-183,948
80
$62.3M 0.23%
1,232,053
-179,913
81
$61.4M 0.23%
657,847
+49,107
82
$60.8M 0.22%
526,941
-14,765
83
$59.6M 0.22%
1,167,501
-21,308
84
$58.7M 0.22%
801,101
+115,136
85
$58.6M 0.22%
107,731
+5,771
86
$57.4M 0.21%
440,193
+55,264
87
$57.2M 0.21%
245,244
+5,724
88
$56.8M 0.21%
829,127
-5,653
89
$56.5M 0.21%
1,104,204
+20,530
90
$56.3M 0.21%
194,037
+19,489
91
$56.2M 0.21%
210,230
-20,855
92
$55.7M 0.21%
292,432
+16,853
93
$55M 0.2%
427,242
+51,889
94
$54.5M 0.2%
140,586
-10,070
95
$54.2M 0.2%
383,741
+42,702
96
$54.2M 0.2%
272,622
-4,360
97
$53.5M 0.2%
305,792
+6,856
98
$51.5M 0.19%
598,668
-6,507
99
$51.5M 0.19%
835,207
+232,066
100
$51.4M 0.19%
242,249
+28,505
2 3
4
5 6