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
2001
$319K ﹤0.01%
9,067
-722
2002
$318K ﹤0.01%
+3,520
2003
$318K ﹤0.01%
+6,005
2004
$317K ﹤0.01%
51,836
+22,633
2005
$317K ﹤0.01%
17,021
-4,974
2006
$316K ﹤0.01%
291,316
-1,436
2007
$316K ﹤0.01%
6,309
-2,425
2008
$315K ﹤0.01%
6,594
+179
2009
$314K ﹤0.01%
28,514
-16,736
2010
$312K ﹤0.01%
6,663
+859
2011
$311K ﹤0.01%
+11,774
2012
$309K ﹤0.01%
16,693
+3,413
2013
$307K ﹤0.01%
+7,008
2014
$307K ﹤0.01%
6,161
-1,746
2015
$305K ﹤0.01%
10,737
-13,880
2016
$304K ﹤0.01%
+3,344
2017
$304K ﹤0.01%
1,533
-309
2018
$303K ﹤0.01%
+20,731
2019
$303K ﹤0.01%
+8,663
2020
$302K ﹤0.01%
29,906
-3,331
2021
$302K ﹤0.01%
17,173
+583
2022
$301K ﹤0.01%
+18,181
2023
$301K ﹤0.01%
24,751
+1,350
2024
$301K ﹤0.01%
18,994
-6,230
2025
$300K ﹤0.01%
35,930
+8,842
79 80
81
82 83