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
$16.3B
AUM Growth
+$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,270
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$27.2M
3
+$22.8M
4
MSFT icon
Microsoft
MSFT
+$21.1M
5
ESRX
Express Scripts Holding Company
ESRX
+$19.4M

Top Sells

1
+$30.2M
2
+$18.5M
3
+$9.14M
4
VZ icon
Verizon
VZ
+$8.55M
5
PSA icon
Public Storage
PSA
+$7.8M

Sector Composition

1 Financials 17.74%
2 Technology 15.65%
3 Healthcare 13.55%
4 Industrials 9.37%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.1M 0.1%
73,740
+18,120
227
$16.9M 0.1%
152,903
+14,068
228
$16.9M 0.1%
360,048
+100,810
229
$16.8M 0.1%
138,393
+10,882
230
$16.7M 0.1%
125,702
+7,995
231
$16.7M 0.1%
227,007
+4,762
232
$16.5M 0.1%
204,031
+19,031
233
$16.4M 0.1%
289,561
+32,134
234
$16.4M 0.1%
363,487
+9,426
235
$16.4M 0.1%
248,234
+39,960
236
$16.3M 0.1%
359,589
+57,373
237
$16.3M 0.1%
958,046
+81,052
238
$16.2M 0.1%
90,426
+18,514
239
$16.2M 0.1%
349,194
+76,267
240
$16.2M 0.1%
272,606
+12,248
241
$16.2M 0.1%
737,892
+73,205
242
$16.1M 0.1%
176,625
+22,673
243
$16.1M 0.1%
334,920
+68,058
244
$15.9M 0.1%
1,023,035
+192,315
245
$15.9M 0.1%
229,275
+9,948
246
$15.6M 0.1%
254,479
+40,293
247
$15.6M 0.1%
365,691
+53,328
248
$15.6M 0.1%
84,736
+7,112
249
$15.5M 0.1%
1,061,895
+91,654
250
$15.5M 0.09%
121,804
+8,998
8 9
10
11 12