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
2251
$129K ﹤0.01%
10,494
-732
2252
$128K ﹤0.01%
43,289
-2,112
2253
$127K ﹤0.01%
2,245
-1,688
2254
$127K ﹤0.01%
18,770
+1,521
2255
$123K ﹤0.01%
24,054
+5,083
2256
$122K ﹤0.01%
+14,252
2257
$121K ﹤0.01%
11,946
+1,656
2258
$118K ﹤0.01%
16,895
+2,513
2259
$117K ﹤0.01%
13,136
-421
2260
$115K ﹤0.01%
15,609
-2,466
2261
$112K ﹤0.01%
446
-14
2262
$111K ﹤0.01%
15,590
+3,364
2263
$111K ﹤0.01%
+10,788
2264
$110K ﹤0.01%
3,782
+1,039
2265
$107K ﹤0.01%
37,032
-58,233
2266
$107K ﹤0.01%
21,372
+3,582
2267
$107K ﹤0.01%
13,379
-11,268
2268
$106K ﹤0.01%
24,535
+4,057
2269
$106K ﹤0.01%
21,597
+4,023
2270
$104K ﹤0.01%
26,395
-19,925
2271
$104K ﹤0.01%
11,651
2272
$103K ﹤0.01%
1,652
+760
2273
$102K ﹤0.01%
28,691
-298
2274
$99K ﹤0.01%
+760
2275
$99K ﹤0.01%
11,414
-11,382
89 90
91
92 93