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
476
$7.08M 0.04%
443,096
+31,055
477
$7.07M 0.04%
1,460,252
-519
478
$7.03M 0.04%
47,194
+6,600
479
$7.03M 0.04%
108,386
+9,973
480
$6.98M 0.04%
145,667
+18,627
481
$6.96M 0.04%
195,657
+4,840
482
$6.92M 0.04%
146,116
+21,246
483
$6.91M 0.04%
33,732
+3,780
484
$6.89M 0.04%
817,575
+83,670
485
$6.86M 0.04%
353,540
+16,965
486
$6.83M 0.04%
286,458
+6,654
487
$6.79M 0.04%
203,906
+23,125
488
$6.77M 0.04%
89,615
+8,182
489
$6.74M 0.04%
1,667,030
+146,615
490
$6.74M 0.04%
241,121
-4,081
491
$6.71M 0.04%
559,090
+46,646
492
$6.71M 0.04%
95,215
+6,017
493
$6.71M 0.04%
89,966
-16,877
494
$6.71M 0.04%
175,521
+14,073
495
$6.67M 0.04%
60,914
+12,149
496
$6.62M 0.04%
131,487
+19,590
497
$6.6M 0.04%
133,875
+41,145
498
$6.59M 0.04%
145,393
+23,134
499
$6.59M 0.04%
52,330
+5,335
500
$6.52M 0.04%
75,516
+3,001
18 19
20
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