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
276
$14M 0.09%
779,830
+70,075
277
$14M 0.09%
290,745
+60,866
278
$14M 0.09%
468,606
+70,696
279
$13.9M 0.09%
157,480
+6,826
280
$13.9M 0.09%
348,540
+10,301
281
$13.9M 0.08%
340,931
+16,539
282
$13.8M 0.08%
3,031,778
+834,713
283
$13.8M 0.08%
66,284
-37,379
284
$13.8M 0.08%
496,474
+34,207
285
$13.7M 0.08%
356,976
+22,802
286
$13.7M 0.08%
298,048
+40,908
287
$13.6M 0.08%
185,875
+13,261
288
$13.5M 0.08%
216,469
+21,326
289
$13.5M 0.08%
173,329
+57
290
$13.5M 0.08%
84,317
+5,088
291
$13.5M 0.08%
211,050
+14,195
292
$13.5M 0.08%
214,905
+14,908
293
$13.4M 0.08%
617,258
+26,808
294
$13.3M 0.08%
124,142
+3,813
295
$13.3M 0.08%
1,255,944
+411,823
296
$13.3M 0.08%
27,064
+7,649
297
$13.3M 0.08%
708,336
+70,755
298
$13.1M 0.08%
144,606
+9,052
299
$13.1M 0.08%
30,457
+4,894
300
$12.9M 0.08%
672,451
-6,675
10 11
12
13 14