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
351
$10.9M 0.07%
139,294
+19,787
352
$10.9M 0.07%
773,800
+117,060
353
$10.9M 0.07%
300,773
+189,309
354
$10.9M 0.07%
84,491
+15,777
355
$10.8M 0.07%
66,985
+10,996
356
$10.8M 0.07%
164,732
+24,926
357
$10.8M 0.07%
165,333
+23,045
358
$10.7M 0.07%
443,040
+64,110
359
$10.6M 0.07%
177,115
+7,335
360
$10.6M 0.07%
141,743
+29,836
361
$10.6M 0.07%
182,091
+40,565
362
$10.6M 0.06%
204,174
+18,325
363
$10.6M 0.06%
290,370
+33,867
364
$10.5M 0.06%
1,039,691
+84,943
365
$10.4M 0.06%
447,471
+46,588
366
$10.4M 0.06%
120,006
+8,887
367
$10.4M 0.06%
17,643
+3,028
368
$10.3M 0.06%
130,807
-3,894
369
$10.3M 0.06%
339,965
+47,013
370
$10.3M 0.06%
233,108
+29,878
371
$10.3M 0.06%
185,073
+18,369
372
$10.2M 0.06%
119,003
+21,123
373
$10.2M 0.06%
305,040
+19,745
374
$10.2M 0.06%
174,360
+14,781
375
$10.1M 0.06%
165,958
+19,607
13 14
15
16 17