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
1951
$351K ﹤0.01%
24,116
+8,721
1952
$351K ﹤0.01%
22,212
-12,061
1953
$350K ﹤0.01%
9,543
-1,063
1954
$349K ﹤0.01%
85,947
+17,453
1955
$349K ﹤0.01%
8,370
-4,232
1956
$349K ﹤0.01%
4,312
-722
1957
$348K ﹤0.01%
16,568
-1,933
1958
$348K ﹤0.01%
9,780
-4,529
1959
$347K ﹤0.01%
+9,755
1960
$346K ﹤0.01%
24,380
-7,611
1961
$345K ﹤0.01%
16,236
+2,552
1962
$345K ﹤0.01%
18,334
+5,055
1963
$345K ﹤0.01%
24,096
+9,277
1964
$344K ﹤0.01%
+2,705
1965
$344K ﹤0.01%
13,735
+2,312
1966
$342K ﹤0.01%
10,434
-1,876
1967
$341K ﹤0.01%
6,748
-1,436
1968
$340K ﹤0.01%
100,497
+87,007
1969
$338K ﹤0.01%
1,167
-825
1970
$338K ﹤0.01%
+13,246
1971
$337K ﹤0.01%
+8,317
1972
$336K ﹤0.01%
7,457
-3,370
1973
$335K ﹤0.01%
1,738
-18
1974
$333K ﹤0.01%
27,835
+6,360
1975
$332K ﹤0.01%
9,176
-243
77 78
79
80 81