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
101
$51.2M 0.19%
126,323
+9,302
102
$51M 0.19%
232,365
+47,409
103
$50.9M 0.19%
277,580
+18,339
104
$50.3M 0.19%
208,510
-5,975
105
$49.3M 0.18%
359,512
-22,132
106
$48.9M 0.18%
513,472
-40,473
107
$48.7M 0.18%
1,439,834
+413,822
108
$48.5M 0.18%
1,092,440
-7,844
109
$47.6M 0.18%
986,998
-14,064
110
$47.1M 0.17%
196,889
+11,172
111
$47M 0.17%
762,210
+103,000
112
$46.5M 0.17%
247,691
+18,906
113
$46.1M 0.17%
265,808
+37,161
114
$45.8M 0.17%
341,597
-41,277
115
$45.4M 0.17%
939,235
-40,413
116
$45M 0.17%
72,200
+17,805
117
$43.8M 0.16%
625,201
-67,058
118
$43.8M 0.16%
539,054
-40,033
119
$43.5M 0.16%
61,960
+3,147
120
$43.5M 0.16%
343,884
-23,151
121
$43M 0.16%
307,648
-58,848
122
$42.9M 0.16%
404,741
-21,550
123
$42.9M 0.16%
831,952
-26,314
124
$42.6M 0.16%
215,506
-1,922
125
$42.2M 0.16%
527,073
-23,401
3 4
5
6 7