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
2301
$44K ﹤0.01%
+571
2302
$44K ﹤0.01%
1,026
-994
2303
$44K ﹤0.01%
+19,230
2304
$43K ﹤0.01%
10,698
+119
2305
$40K ﹤0.01%
17,914
+1,979
2306
$38K ﹤0.01%
1,252
+33
2307
$37K ﹤0.01%
34,371
+20,584
2308
$35K ﹤0.01%
21,062
+2,496
2309
$35K ﹤0.01%
13,854
-882,123
2310
$35K ﹤0.01%
1,254
+214
2311
$35K ﹤0.01%
10,107
-7,740
2312
$35K ﹤0.01%
20,172
-26,514
2313
$34K ﹤0.01%
1,869
-1,322
2314
$34K ﹤0.01%
28,236
-4,112
2315
$33K ﹤0.01%
24,095
-40,808
2316
$31K ﹤0.01%
+14,174
2317
$31K ﹤0.01%
93,038
-15,716
2318
$27K ﹤0.01%
2,707
-2,177
2319
$24K ﹤0.01%
94,529
-136,832
2320
$23K ﹤0.01%
12,866
+1,075
2321
$23K ﹤0.01%
16,250
-22,686
2322
$21K ﹤0.01%
1,027
-67
2323
$19K ﹤0.01%
+2,172
2324
$16K ﹤0.01%
11,222
-315,758
2325
$15K ﹤0.01%
23,541
-111,157
91 92
93
94 95