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
1826
$437K ﹤0.01%
23,523
-2,347
1827
$437K ﹤0.01%
32,723
-20,987
1828
$435K ﹤0.01%
11,810
+230
1829
$434K ﹤0.01%
48,249
+5,912
1830
$433K ﹤0.01%
+16,575
1831
$431K ﹤0.01%
24,453
-1
1832
$431K ﹤0.01%
54,362
-31,549
1833
$431K ﹤0.01%
20,518
+8,089
1834
$430K ﹤0.01%
16,673
+1,909
1835
$430K ﹤0.01%
16,378
-4,095
1836
$430K ﹤0.01%
7,269
-2,291
1837
$430K ﹤0.01%
27,428
-8,073
1838
$429K ﹤0.01%
14,752
-6,795
1839
$429K ﹤0.01%
6,381
+1,822
1840
$429K ﹤0.01%
29,662
+2,251
1841
$428K ﹤0.01%
+104,895
1842
$428K ﹤0.01%
20,372
-5,854
1843
$428K ﹤0.01%
+19,051
1844
$427K ﹤0.01%
14,912
-7,098
1845
$427K ﹤0.01%
+19,393
1846
$427K ﹤0.01%
62,167
+16,876
1847
$426K ﹤0.01%
45,981
+12,766
1848
$425K ﹤0.01%
47,272
-8,427
1849
$425K ﹤0.01%
27,985
-2,080
1850
$423K ﹤0.01%
19,102
+103
72 73
74
75 76