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
201
$27.1M 0.1%
827,460
+219,824
202
$26.9M 0.1%
433,732
+72,092
203
$26.9M 0.1%
207,347
-73,298
204
$26.3M 0.1%
2,831,046
-577,485
205
$25.8M 0.1%
716,527
-445,857
206
$25.8M 0.1%
927,134
+194,974
207
$25.5M 0.09%
123,519
-76
208
$25.5M 0.09%
238,410
+50,600
209
$25.5M 0.09%
119,717
+16,514
210
$25.5M 0.09%
337,496
+48,524
211
$25.4M 0.09%
149,726
-8,497
212
$25.4M 0.09%
723,102
+13,103
213
$25.3M 0.09%
655,854
+168,095
214
$24.7M 0.09%
325,705
-80,462
215
$24.6M 0.09%
624,567
+12,842
216
$24.6M 0.09%
359,343
-19,020
217
$24.5M 0.09%
172,212
+4,870
218
$24.3M 0.09%
647,864
-105,823
219
$24.2M 0.09%
1,092,306
+331,315
220
$24.1M 0.09%
627,309
+186,611
221
$24.1M 0.09%
1,382,050
-66,264
222
$24.1M 0.09%
385,105
-31,955
223
$23.9M 0.09%
936,191
-378,991
224
$23.7M 0.09%
168,831
-49,019
225
$23.5M 0.09%
137,449
+4,127
7 8
9
10 11