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
401
$9.04M 0.06%
166,739
+20,826
402
$9M 0.06%
193,881
+29,938
403
$8.94M 0.05%
86,618
+7,886
404
$8.93M 0.05%
282,970
+33,620
405
$8.82M 0.05%
272,453
+50,202
406
$8.81M 0.05%
127,131
+20,016
407
$8.77M 0.05%
506,165
+78,786
408
$8.77M 0.05%
601,065
-41,925
409
$8.76M 0.05%
97,318
+9,367
410
$8.7M 0.05%
1,609,876
+308,364
411
$8.65M 0.05%
120,014
+30,043
412
$8.64M 0.05%
98,552
+7,231
413
$8.57M 0.05%
175,773
+62,777
414
$8.56M 0.05%
69,154
+2,839
415
$8.53M 0.05%
319,598
+125,220
416
$8.51M 0.05%
1,382,147
+302,637
417
$8.51M 0.05%
131,382
+9,174
418
$8.51M 0.05%
218,816
+87,985
419
$8.49M 0.05%
122,199
+28,000
420
$8.48M 0.05%
110,827
+3,903
421
$8.47M 0.05%
281,940
+81,246
422
$8.46M 0.05%
75,756
+7,996
423
$8.46M 0.05%
462,818
+10,616
424
$8.37M 0.05%
166,478
-28,130
425
$8.36M 0.05%
544,782
+49,287
15 16
17
18 19