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
26
$93.8M 0.57%
882,362
+26,841
27
$92.5M 0.57%
1,668,913
+36,547
28
$89.2M 0.55%
1,988,650
+215,324
29
$88.2M 0.54%
681,174
-21,105
30
$85.1M 0.52%
1,272,427
+122,812
31
$82.8M 0.51%
1,650,418
+170,543
32
$82.2M 0.5%
558,749
-205,133
33
$81M 0.5%
528,742
+15,025
34
$80.3M 0.49%
769,940
+49,179
35
$80.1M 0.49%
314,603
+16,557
36
$77.3M 0.47%
1,168,775
+164,173
37
$75.5M 0.46%
642,528
+80,849
38
$72.7M 0.45%
2,080,721
+127,964
39
$71.3M 0.44%
557,980
+42,811
40
$65.4M 0.4%
1,383,828
+64,634
41
$65.2M 0.4%
448,540
+30,028
42
$63.2M 0.39%
845,354
+67,822
43
$63.2M 0.39%
1,415,423
-191,377
44
$62.9M 0.38%
365,006
+30,467
45
$62.2M 0.38%
1,027,324
+36,844
46
$60.8M 0.37%
500,905
+32,084
47
$60.6M 0.37%
753,289
+42,157
48
$60M 0.37%
827,950
+87,523
49
$59.7M 0.37%
1,150,417
-27,249
50
$58.2M 0.36%
1,373,126
+94,669
1
2
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