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
326
$11.7M 0.07%
146,877
+22,835
327
$11.7M 0.07%
295,941
+43,905
328
$11.6M 0.07%
102,842
+19,653
329
$11.6M 0.07%
104,281
+7,231
330
$11.6M 0.07%
204,914
+4,238
331
$11.5M 0.07%
349,387
+177,171
332
$11.5M 0.07%
114,324
+15,162
333
$11.5M 0.07%
214,824
+27,151
334
$11.5M 0.07%
211,193
+8,209
335
$11.5M 0.07%
259,678
+46,910
336
$11.4M 0.07%
146,024
+11,593
337
$11.4M 0.07%
151,646
+12,135
338
$11.4M 0.07%
134,968
-16,056
339
$11.4M 0.07%
294,317
+25,496
340
$11.4M 0.07%
320,363
+32,473
341
$11.4M 0.07%
329,574
-3,079
342
$11.2M 0.07%
329,707
-9,251
343
$11.2M 0.07%
142,022
+17,209
344
$11.2M 0.07%
239,233
+12,127
345
$11.2M 0.07%
247,163
+930
346
$11.1M 0.07%
413,435
+377,955
347
$11.1M 0.07%
1,181,050
+63,351
348
$11.1M 0.07%
91,238
-10,449
349
$11.1M 0.07%
194,945
+13,818
350
$11M 0.07%
665,938
+30,439
12 13
14
15 16