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
1701
$585K ﹤0.01%
20,589
+420
1702
$584K ﹤0.01%
17,962
+1,799
1703
$584K ﹤0.01%
15,211
-8,477
1704
$581K ﹤0.01%
24,341
+3,514
1705
$577K ﹤0.01%
7,736
+81
1706
$577K ﹤0.01%
15,909
+3,691
1707
$576K ﹤0.01%
56,505
-5,340
1708
$576K ﹤0.01%
27,316
-5,500
1709
$575K ﹤0.01%
16,833
-5,524
1710
$574K ﹤0.01%
8,695
-930
1711
$574K ﹤0.01%
21,090
-3,302
1712
$573K ﹤0.01%
13,611
-2,929
1713
$573K ﹤0.01%
96,893
+29,658
1714
$570K ﹤0.01%
24,083
-6,962
1715
$570K ﹤0.01%
7,768
-217
1716
$570K ﹤0.01%
84,247
-3,240
1717
$569K ﹤0.01%
46,656
+2,049
1718
$569K ﹤0.01%
31,962
-12,911
1719
$565K ﹤0.01%
24,530
+8,490
1720
$564K ﹤0.01%
11,313
-2,189
1721
$562K ﹤0.01%
54,705
-3,016
1722
$559K ﹤0.01%
8,334
-917
1723
$555K ﹤0.01%
22,464
-6,677
1724
$554K ﹤0.01%
20,510
+504
1725
$552K ﹤0.01%
6,836
-1,432
67 68
69
70 71