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
2176
$201K ﹤0.01%
7,294
-3,154
2177
$200K ﹤0.01%
57,514
-36,474
2178
$199K ﹤0.01%
42,371
-76,702
2179
$199K ﹤0.01%
11,510
-7,854
2180
$198K ﹤0.01%
13,444
-221
2181
$197K ﹤0.01%
+20,473
2182
$195K ﹤0.01%
32,938
+15,367
2183
$194K ﹤0.01%
26,713
-5,916
2184
$194K ﹤0.01%
18,576
+4,761
2185
$194K ﹤0.01%
10,312
-5,699
2186
$193K ﹤0.01%
14,817
+1,226
2187
$193K ﹤0.01%
+12,964
2188
$192K ﹤0.01%
10,044
-859
2189
$190K ﹤0.01%
23,281
-2,682
2190
$190K ﹤0.01%
+16,658
2191
$188K ﹤0.01%
12,277
-48,071
2192
$185K ﹤0.01%
15,502
-2,453
2193
$184K ﹤0.01%
374
+28
2194
$181K ﹤0.01%
30,598
-1,078
2195
$181K ﹤0.01%
32,902
+9,544
2196
$179K ﹤0.01%
47,733
-8,042
2197
$176K ﹤0.01%
+10,083
2198
$176K ﹤0.01%
+13,295
2199
$176K ﹤0.01%
13,077
+2,623
2200
$176K ﹤0.01%
28,966
+10,884
86 87
88
89 90