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
2201
$175K ﹤0.01%
28,682
-11,699
2202
$175K ﹤0.01%
15,345
+1,027
2203
$175K ﹤0.01%
27,900
+13,516
2204
$175K ﹤0.01%
11,221
-1,927
2205
$174K ﹤0.01%
31,795
-36,331
2206
$172K ﹤0.01%
19,608
-12,622
2207
$171K ﹤0.01%
+16,732
2208
$168K ﹤0.01%
18,373
-10,025
2209
$168K ﹤0.01%
11,434
-2,726
2210
$167K ﹤0.01%
+10,504
2211
$166K ﹤0.01%
18,168
-20,005
2212
$164K ﹤0.01%
+12,015
2213
$163K ﹤0.01%
23,993
-25,683
2214
$162K ﹤0.01%
11,738
-6,419
2215
$161K ﹤0.01%
3,429
-7,278
2216
$161K ﹤0.01%
16,015
-11,446
2217
$160K ﹤0.01%
19,206
+8,439
2218
$160K ﹤0.01%
19,661
-9,894
2219
$159K ﹤0.01%
22,164
-16,851
2220
$157K ﹤0.01%
+14,443
2221
$157K ﹤0.01%
+23,051
2222
$156K ﹤0.01%
33,960
+3,261
2223
$156K ﹤0.01%
20,537
-23,081
2224
$155K ﹤0.01%
63,369
+10,808
2225
$153K ﹤0.01%
13,012
-15,306
87 88
89
90 91