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
451
$7.65M 0.05%
407,544
+1,409
452
$7.62M 0.05%
31,546
+3,480
453
$7.54M 0.05%
178,658
+26,148
454
$7.53M 0.05%
225,693
+13,710
455
$7.53M 0.05%
247,508
+138,323
456
$7.49M 0.05%
530,618
-42,265
457
$7.47M 0.05%
46,255
+7,573
458
$7.43M 0.05%
142,485
-8,522
459
$7.43M 0.05%
364,278
+21,330
460
$7.42M 0.05%
230,845
+19,140
461
$7.42M 0.05%
146,215
+12,808
462
$7.38M 0.05%
87,909
+10,905
463
$7.38M 0.05%
206,385
+12,401
464
$7.37M 0.05%
169,136
+47,974
465
$7.34M 0.05%
38,327
+2,174
466
$7.24M 0.04%
59,519
-15,912
467
$7.21M 0.04%
60,927
-24,395
468
$7.2M 0.04%
183,669
+18,215
469
$7.16M 0.04%
8,242
-1,087
470
$7.16M 0.04%
118,054
+7,832
471
$7.16M 0.04%
27,810
+2,756
472
$7.15M 0.04%
248,858
-116,000
473
$7.15M 0.04%
185,174
+37,066
474
$7.13M 0.04%
260,553
+20,372
475
$7.13M 0.04%
63,909
+7,617
17 18
19
20 21