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
2151
$220K ﹤0.01%
13,442
+1,491
2152
$218K ﹤0.01%
+24,580
2153
$217K ﹤0.01%
+5,014
2154
$216K ﹤0.01%
14,879
-752
2155
$214K ﹤0.01%
+12,183
2156
$213K ﹤0.01%
21,700
+1,003
2157
$213K ﹤0.01%
24,093
-254
2158
$212K ﹤0.01%
3,008
-1,456
2159
$212K ﹤0.01%
4,281
+343
2160
$212K ﹤0.01%
11,851
+1,764
2161
$212K ﹤0.01%
21,280
-22,994
2162
$211K ﹤0.01%
22,480
2163
$211K ﹤0.01%
44,228
+26,356
2164
$210K ﹤0.01%
19,294
+7,535
2165
$210K ﹤0.01%
17,642
-399
2166
$209K ﹤0.01%
10,423
-17
2167
$209K ﹤0.01%
19,120
-3,347
2168
$209K ﹤0.01%
15,213
-19,786
2169
$206K ﹤0.01%
25,469
-9,908
2170
$206K ﹤0.01%
13,965
-1,358
2171
$206K ﹤0.01%
22,878
-23,375
2172
$203K ﹤0.01%
+12,620
2173
$203K ﹤0.01%
+3,962
2174
$202K ﹤0.01%
19,190
-19,208
2175
$202K ﹤0.01%
9,322
-2,569
85 86
87
88 89