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
126
$41.7M 0.15%
795,153
+86,288
127
$41.1M 0.15%
7,308,120
+2,216,261
128
$40.9M 0.15%
426,421
+40,373
129
$40.6M 0.15%
598,803
-77,127
130
$40.5M 0.15%
760,110
+42,756
131
$40.4M 0.15%
667,906
-45,799
132
$40.2M 0.15%
3,791,270
-302,295
133
$40M 0.15%
1,720,890
-140,139
134
$40M 0.15%
784,271
-12,383
135
$39.9M 0.15%
238,319
-5,314
136
$39.7M 0.15%
129,249
-7,304
137
$39.6M 0.15%
205,605
-2,115
138
$39.4M 0.15%
207,297
-3,390
139
$39.1M 0.14%
375,858
+99,500
140
$38.8M 0.14%
989,570
+137,215
141
$38.7M 0.14%
509,529
+59,826
142
$38.5M 0.14%
99,124
-3,927
143
$38.4M 0.14%
364,603
-222
144
$38M 0.14%
210,993
-10,587
145
$37.9M 0.14%
353,282
-10,033
146
$37.7M 0.14%
430,454
-65,910
147
$37.7M 0.14%
137,052
+4,558
148
$37.6M 0.14%
668,940
+67,325
149
$37.6M 0.14%
617,259
-141,550
150
$37.5M 0.14%
284,154
+61,810
4 5
6
7 8