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
1801
$474K ﹤0.01%
15,926
-6,995
1802
$473K ﹤0.01%
41,527
-5,626
1803
$471K ﹤0.01%
46,295
+62
1804
$469K ﹤0.01%
6,193
+1,224
1805
$467K ﹤0.01%
41,981
+148
1806
$466K ﹤0.01%
1,934
-850
1807
$461K ﹤0.01%
118,125
+39,883
1808
$460K ﹤0.01%
37,261
-4,108
1809
$453K ﹤0.01%
2,012
-34
1810
$453K ﹤0.01%
25,844
+4,657
1811
$452K ﹤0.01%
11,203
+2,367
1812
$452K ﹤0.01%
10,760
-7,173
1813
$452K ﹤0.01%
63,871
-12,457
1814
$450K ﹤0.01%
2,764
+754
1815
$447K ﹤0.01%
22,309
+1,144
1816
$447K ﹤0.01%
10,440
+272
1817
$445K ﹤0.01%
7,421
-8,141
1818
$443K ﹤0.01%
7,682
+1,095
1819
$442K ﹤0.01%
62,076
-1,825
1820
$442K ﹤0.01%
28,579
+7,864
1821
$441K ﹤0.01%
31,404
-6,718
1822
$439K ﹤0.01%
6,774
+1,423
1823
$439K ﹤0.01%
16,024
+1,309
1824
$438K ﹤0.01%
43,526
-76,703
1825
$437K ﹤0.01%
14,049
+3,775
71 72
73
74 75