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
176
$30.9M 0.11%
595,884
-89,948
177
$30.8M 0.11%
955,014
-155,270
178
$30.7M 0.11%
157,434
+15,008
179
$30.7M 0.11%
963,440
+90,411
180
$30.3M 0.11%
172,820
-5,802
181
$29.9M 0.11%
670,817
+138,936
182
$29.8M 0.11%
213,926
+38,813
183
$29.8M 0.11%
189,705
-12,938
184
$29.7M 0.11%
161,256
+133
185
$29.4M 0.11%
278,244
+60,670
186
$29.3M 0.11%
331,886
+3,693
187
$28.9M 0.11%
25,639
-3,742
188
$28.9M 0.11%
329,423
-46,400
189
$28.6M 0.11%
450,627
+179,901
190
$28.6M 0.11%
1,062,326
-153,914
191
$28.4M 0.11%
772,581
-83,358
192
$28.2M 0.1%
148,958
+4,267
193
$28M 0.1%
561,200
+100,673
194
$28M 0.1%
315,683
-10,391
195
$27.9M 0.1%
1,183,967
+15,756
196
$27.5M 0.1%
930,569
+320,880
197
$27.5M 0.1%
1,142,994
+480,758
198
$27.5M 0.1%
306,296
+732
199
$27.3M 0.1%
359,169
+96,698
200
$27.1M 0.1%
319,434
+172,766
6 7
8
9 10