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
1651
$641K ﹤0.01%
125,492
+29,975
1652
$638K ﹤0.01%
32,647
+15,204
1653
$636K ﹤0.01%
46,261
+12,553
1654
$635K ﹤0.01%
46,144
+7,377
1655
$635K ﹤0.01%
26,690
-6,303
1656
$630K ﹤0.01%
7,910
-1,332
1657
$628K ﹤0.01%
33,487
+12,090
1658
$627K ﹤0.01%
10,678
-7,346
1659
$627K ﹤0.01%
262,253
-32,489
1660
$626K ﹤0.01%
140,130
-139,334
1661
$626K ﹤0.01%
3,001
+699
1662
$625K ﹤0.01%
11,370
-4,183
1663
$624K ﹤0.01%
24,282
+666
1664
$623K ﹤0.01%
49,165
-11,260
1665
$623K ﹤0.01%
17,403
-1,990
1666
$622K ﹤0.01%
23,935
-2,075
1667
$619K ﹤0.01%
7,934
-2,841
1668
$617K ﹤0.01%
25,075
-18,376
1669
$617K ﹤0.01%
16,491
-6,855
1670
$616K ﹤0.01%
4,594
-374
1671
$616K ﹤0.01%
40,503
-16,490
1672
$615K ﹤0.01%
41,435
+17,450
1673
$613K ﹤0.01%
55,582
+23,208
1674
$613K ﹤0.01%
95,948
+5,807
1675
$612K ﹤0.01%
18,698
+5,581
65 66
67
68 69