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
1751
$522K ﹤0.01%
+16,607
1752
$522K ﹤0.01%
10,256
+3,788
1753
$521K ﹤0.01%
9,041
1754
$521K ﹤0.01%
42,702
+11,661
1755
$518K ﹤0.01%
7,197
-1,058
1756
$518K ﹤0.01%
11,121
-1,937
1757
$517K ﹤0.01%
6,476
-2,547
1758
$517K ﹤0.01%
16,715
+8,339
1759
$516K ﹤0.01%
17,484
-584
1760
$515K ﹤0.01%
9,728
+471
1761
$515K ﹤0.01%
4,310
-331
1762
$515K ﹤0.01%
40,470
+5,232
1763
$514K ﹤0.01%
42,733
+22,245
1764
$514K ﹤0.01%
13,303
+38
1765
$513K ﹤0.01%
54,835
-12,576
1766
$512K ﹤0.01%
5,390
-1,330
1767
$512K ﹤0.01%
9,200
-1,080
1768
$511K ﹤0.01%
9,801
-240
1769
$510K ﹤0.01%
38,990
+25,062
1770
$510K ﹤0.01%
8,862
+369
1771
$507K ﹤0.01%
9,988
+3,469
1772
$507K ﹤0.01%
40,654
+3,298
1773
$507K ﹤0.01%
41,586
+4,961
1774
$506K ﹤0.01%
13,456
-3,220
1775
$505K ﹤0.01%
10,943
+3,192
69 70
71
72 73