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
1726
$551K ﹤0.01%
22,368
-3,765
1727
$550K ﹤0.01%
74,218
-33,043
1728
$549K ﹤0.01%
16,855
-3,953
1729
$548K ﹤0.01%
47,924
+10,081
1730
$547K ﹤0.01%
10,414
+2,690
1731
$547K ﹤0.01%
33,916
+7,768
1732
$547K ﹤0.01%
16,841
+1,624
1733
$546K ﹤0.01%
36,836
+11,254
1734
$546K ﹤0.01%
14,136
-3,924
1735
$544K ﹤0.01%
33,122
-9,595
1736
$539K ﹤0.01%
24,005
-9,652
1737
$538K ﹤0.01%
30,432
+552
1738
$537K ﹤0.01%
70,624
+23,202
1739
$536K ﹤0.01%
28,070
+8,653
1740
$534K ﹤0.01%
55,092
+36,137
1741
$533K ﹤0.01%
31,884
-2,161
1742
$532K ﹤0.01%
62,261
+35,188
1743
$530K ﹤0.01%
8,276
+1,639
1744
$528K ﹤0.01%
71,294
+18,326
1745
$526K ﹤0.01%
17,869
+3,146
1746
$524K ﹤0.01%
12,527
-5,659
1747
$523K ﹤0.01%
17,597
+3,695
1748
$523K ﹤0.01%
49,992
-1,342
1749
$522K ﹤0.01%
30,428
+2,266
1750
$522K ﹤0.01%
14,038
+2,414
68 69
70
71 72