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
301
$12.9M 0.08%
2,131,357
+269,265
302
$12.8M 0.08%
1,704,680
-186,978
303
$12.7M 0.08%
3,472,230
+258,169
304
$12.7M 0.08%
459,092
+45,335
305
$12.7M 0.08%
288,576
+11,929
306
$12.6M 0.08%
114,621
+13,422
307
$12.6M 0.08%
234,475
+26,625
308
$12.6M 0.08%
196,045
+13,902
309
$12.6M 0.08%
859,961
+42,192
310
$12.5M 0.08%
146,888
+15,734
311
$12.5M 0.08%
209,391
+21,228
312
$12.5M 0.08%
237,939
+21,637
313
$12.4M 0.08%
214,004
-122,625
314
$12.3M 0.08%
21,558
+644
315
$12.2M 0.08%
125,978
+13,836
316
$12.1M 0.07%
467,785
+57,799
317
$12.1M 0.07%
210,561
+45,075
318
$12.1M 0.07%
361,179
+87,584
319
$12M 0.07%
113,875
+12,282
320
$12M 0.07%
343,185
+19,639
321
$11.9M 0.07%
62,017
+4,758
322
$11.9M 0.07%
124,065
+14,437
323
$11.9M 0.07%
739,439
+186,817
324
$11.9M 0.07%
91,140
+8,532
325
$11.8M 0.07%
271,123
+54,115
11 12
13
14 15