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
426
$8.35M 0.05%
186,306
+8,641
427
$8.34M 0.05%
557,754
+2,805
428
$8.27M 0.05%
115,232
+4,197
429
$8.19M 0.05%
1,142,005
+63,960
430
$8.16M 0.05%
45,427
+2,546
431
$8.15M 0.05%
193,526
+27,745
432
$8.13M 0.05%
62,666
-8,136
433
$8.11M 0.05%
102,312
+14,206
434
$8.09M 0.05%
45,203
+1,621
435
$8.08M 0.05%
81,308
+7,052
436
$8.04M 0.05%
170,232
+19,495
437
$8.03M 0.05%
76,442
+12,592
438
$8.01M 0.05%
60,518
+11,423
439
$7.99M 0.05%
47,312
+9,003
440
$7.98M 0.05%
76,987
+9,427
441
$7.97M 0.05%
273,479
+179,237
442
$7.95M 0.05%
123,593
+15,459
443
$7.88M 0.05%
100,489
+9,823
444
$7.84M 0.05%
874,503
+135,267
445
$7.84M 0.05%
277,495
+20,906
446
$7.78M 0.05%
116,235
+16,345
447
$7.77M 0.05%
1,230,870
+46,684
448
$7.74M 0.05%
136,656
+16,447
449
$7.71M 0.05%
263,966
+5,761
450
$7.66M 0.05%
352,060
+6,708
16 17
18
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