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
151
$37.4M 0.14%
229,970
-32,279
152
$37.3M 0.14%
335,548
+21,865
153
$36.6M 0.14%
1,132,600
-158,080
154
$36.4M 0.13%
270,697
+35,310
155
$36.4M 0.13%
318,953
-8,046
156
$36.2M 0.13%
22,735
-748
157
$35.9M 0.13%
190,503
-14,103
158
$35.8M 0.13%
980,413
+245,782
159
$35.6M 0.13%
364,317
-29,748
160
$35.4M 0.13%
912,126
+83,442
161
$35.4M 0.13%
581,361
+79,898
162
$35.2M 0.13%
384,668
-30,062
163
$34.8M 0.13%
661,281
+15,495
164
$34.6M 0.13%
1,352,467
+85,790
165
$34.5M 0.13%
763,730
-408,155
166
$34.2M 0.13%
177,348
-4,318
167
$33.9M 0.13%
3,509,429
-131,304
168
$33.9M 0.13%
428,674
+226,213
169
$33.9M 0.13%
777,954
+288,818
170
$33.6M 0.12%
485,700
+22,347
171
$32.2M 0.12%
404,512
-108,625
172
$31.3M 0.12%
246,961
-56,432
173
$31.2M 0.12%
86,711
+8,282
174
$31M 0.11%
387,934
-156,766
175
$31M 0.11%
252,532
-13,136
5 6
7
8 9