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
1851
$422K ﹤0.01%
28,445
+10,405
1852
$422K ﹤0.01%
17,232
-12,654
1853
$422K ﹤0.01%
122,348
+19,173
1854
$422K ﹤0.01%
+11,276
1855
$422K ﹤0.01%
43,356
-17,021
1856
$421K ﹤0.01%
17,847
+2,279
1857
$421K ﹤0.01%
7,851
+108
1858
$421K ﹤0.01%
36,558
+7,464
1859
$421K ﹤0.01%
35,610
+7,660
1860
$420K ﹤0.01%
39,316
+17,379
1861
$419K ﹤0.01%
12,203
+3,795
1862
$418K ﹤0.01%
+18,595
1863
$415K ﹤0.01%
12,875
+4,621
1864
$415K ﹤0.01%
6,577
+1,112
1865
$415K ﹤0.01%
19,216
+508
1866
$412K ﹤0.01%
15,002
-1,490
1867
$411K ﹤0.01%
51,814
+21,723
1868
$409K ﹤0.01%
10,759
+3,572
1869
$409K ﹤0.01%
13,301
+1,173
1870
$409K ﹤0.01%
5,562
-771
1871
$408K ﹤0.01%
17,044
-3,050
1872
$407K ﹤0.01%
85,425
-1,087
1873
$407K ﹤0.01%
13,753
-244
1874
$407K ﹤0.01%
29,082
-4,187
1875
$406K ﹤0.01%
+8,967
73 74
75
76 77