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
1901
$382K ﹤0.01%
377
+9
1902
$382K ﹤0.01%
+4,335
1903
$381K ﹤0.01%
12,222
-15,355
1904
$381K ﹤0.01%
43,060
-10,113
1905
$381K ﹤0.01%
12,264
+1,935
1906
$380K ﹤0.01%
+6,530
1907
$380K ﹤0.01%
25,113
+21
1908
$378K ﹤0.01%
33,021
+8,392
1909
$378K ﹤0.01%
51,543
-5,851
1910
$377K ﹤0.01%
18,140
+1,364
1911
$377K ﹤0.01%
7,911
+3,022
1912
$376K ﹤0.01%
+30,185
1913
$376K ﹤0.01%
8,190
-7,075
1914
$375K ﹤0.01%
7,784
-607
1915
$375K ﹤0.01%
10,612
-1,014
1916
$373K ﹤0.01%
+4,503
1917
$373K ﹤0.01%
41,589
+7,358
1918
$372K ﹤0.01%
8,283
-1,172
1919
$372K ﹤0.01%
19,149
-1,197
1920
$372K ﹤0.01%
11,631
-3,961
1921
$372K ﹤0.01%
31,345
-3,170
1922
$370K ﹤0.01%
21,358
-950
1923
$370K ﹤0.01%
16,065
-1,920
1924
$370K ﹤0.01%
24,916
-10,490
1925
$369K ﹤0.01%
108,239
-26,580
75 76
77
78 79