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
1676
$612K ﹤0.01%
169,558
-232,816
1677
$611K ﹤0.01%
51,535
+8,798
1678
$611K ﹤0.01%
20,975
-284
1679
$609K ﹤0.01%
33,570
-7,895
1680
$609K ﹤0.01%
42,142
+372
1681
$608K ﹤0.01%
15,344
-4,774
1682
$606K ﹤0.01%
13,632
+5,852
1683
$603K ﹤0.01%
51,724
+4,815
1684
$603K ﹤0.01%
21,812
-3,299
1685
$601K ﹤0.01%
29,096
-9,233
1686
$600K ﹤0.01%
50,719
-28,709
1687
$598K ﹤0.01%
7,838
+423
1688
$598K ﹤0.01%
49,593
-1,083
1689
$596K ﹤0.01%
35,298
+2,861
1690
$596K ﹤0.01%
30,940
-2,816
1691
$593K ﹤0.01%
48,163
+1,371
1692
$592K ﹤0.01%
11,785
+3,364
1693
$590K ﹤0.01%
28,356
-22,326
1694
$589K ﹤0.01%
38,575
-670
1695
$588K ﹤0.01%
115,233
-729,216
1696
$588K ﹤0.01%
22,404
+11,448
1697
$588K ﹤0.01%
27,336
+4,733
1698
$586K ﹤0.01%
50,804
+12,130
1699
$586K ﹤0.01%
18,513
-3,769
1700
$585K ﹤0.01%
12,500
-946
66 67
68
69 70