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
1976
$332K ﹤0.01%
13,201
+764
1977
$331K ﹤0.01%
23,704
+6,149
1978
$330K ﹤0.01%
38,002
-2,151
1979
$329K ﹤0.01%
20,972
-18,246
1980
$329K ﹤0.01%
47,825
-26,589
1981
$328K ﹤0.01%
29,863
+586
1982
$327K ﹤0.01%
18,383
-13,930
1983
$326K ﹤0.01%
+8,447
1984
$325K ﹤0.01%
30,705
+10,886
1985
$325K ﹤0.01%
11,714
-2,719
1986
$325K ﹤0.01%
5,328
+11
1987
$325K ﹤0.01%
15,945
-5,042
1988
$323K ﹤0.01%
1,153
+313
1989
$322K ﹤0.01%
+11,600
1990
$322K ﹤0.01%
11,696
+613
1991
$322K ﹤0.01%
28,008
-13,248
1992
$322K ﹤0.01%
34,696
+6,768
1993
$321K ﹤0.01%
33,150
-1,551
1994
$321K ﹤0.01%
+3,250
1995
$321K ﹤0.01%
22,265
+3,242
1996
$320K ﹤0.01%
15,278
-36
1997
$320K ﹤0.01%
8,487
-7,680
1998
$320K ﹤0.01%
21,081
-2,341
1999
$320K ﹤0.01%
5,220
+1,219
2000
$319K ﹤0.01%
14,749
-11,311
78 79
80
81 82