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
251
$15.5M 0.09%
95,758
+6,843
252
$15.4M 0.09%
537,639
+95,901
253
$15.4M 0.09%
146,512
+120
254
$15.3M 0.09%
352,859
+51,915
255
$15.3M 0.09%
285,452
+6,563
256
$15.3M 0.09%
7,836,323
+1,143,496
257
$15.3M 0.09%
48,475
+22,131
258
$15.2M 0.09%
1,911,416
+118,275
259
$15.1M 0.09%
246,836
+14,840
260
$15M 0.09%
120,686
+6,127
261
$15M 0.09%
355,572
+46,083
262
$15M 0.09%
265,388
+49,320
263
$14.9M 0.09%
285,324
+18,949
264
$14.8M 0.09%
162,383
+16,447
265
$14.8M 0.09%
104,881
+6,902
266
$14.7M 0.09%
75,853
+9,121
267
$14.7M 0.09%
176,803
+16,586
268
$14.7M 0.09%
279,970
+47,465
269
$14.6M 0.09%
517,230
+81,546
270
$14.6M 0.09%
258,649
+12,117
271
$14.6M 0.09%
88,045
+1,906
272
$14.5M 0.09%
1,736,654
+255,370
273
$14.4M 0.09%
152,662
+21,558
274
$14.3M 0.09%
230,059
+17,194
275
$14M 0.09%
209,456
+27,251
9 10
11
12 13