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
2051
$283K ﹤0.01%
30,006
-48,642
2052
$283K ﹤0.01%
24,976
+853
2053
$282K ﹤0.01%
+5,640
2054
$282K ﹤0.01%
+3,208
2055
$282K ﹤0.01%
17,285
+6,396
2056
$282K ﹤0.01%
19,058
-3,416
2057
$282K ﹤0.01%
+14,423
2058
$278K ﹤0.01%
25,478
+7,689
2059
$277K ﹤0.01%
18,223
-1,680
2060
$277K ﹤0.01%
6,733
+676
2061
$276K ﹤0.01%
+9,388
2062
$275K ﹤0.01%
41,626
+18,258
2063
$275K ﹤0.01%
15,160
-7,261
2064
$275K ﹤0.01%
+8,011
2065
$275K ﹤0.01%
9,530
-12,832
2066
$274K ﹤0.01%
11,129
-1,138
2067
$273K ﹤0.01%
18,390
+2,831
2068
$272K ﹤0.01%
36,184
-10,560
2069
$272K ﹤0.01%
35,621
+15,738
2070
$268K ﹤0.01%
+10,731
2071
$266K ﹤0.01%
56,101
+1,251
2072
$265K ﹤0.01%
12,519
-1,188
2073
$264K ﹤0.01%
+8,955
2074
$263K ﹤0.01%
+11,802
2075
$261K ﹤0.01%
15,288
+321
81 82
83
84 85