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 15.61%
3 Healthcare 13.55%
4 Industrials 9.42%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.5M 0.04%
208,702
+22,536
502
$6.49M 0.04%
67,773
+5,902
503
$6.48M 0.04%
184,224
+13,180
504
$6.41M 0.04%
192,916
+17,634
505
$6.39M 0.04%
179,167
+39,022
506
$6.35M 0.04%
137,356
+13,446
507
$6.3M 0.04%
84,896
+811
508
$6.29M 0.04%
126,341
-3,807
509
$6.29M 0.04%
190,455
-5,628
510
$6.28M 0.04%
377,153
-453
511
$6.26M 0.04%
122,515
+354
512
$6.25M 0.04%
105,479
+16,550
513
$6.19M 0.04%
141,390
+25,955
514
$6.18M 0.04%
210,675
-83,803
515
$6.16M 0.04%
291,319
+30,866
516
$6.15M 0.04%
247,626
+30,982
517
$6.13M 0.04%
66,129
+5,417
518
$6.11M 0.04%
28,867
-232
519
$6.1M 0.04%
69,814
+461
520
$6.09M 0.04%
115,181
+4,388
521
$6.04M 0.04%
1,127,552
+19,654
522
$6.04M 0.04%
99,743
+6,573
523
$6.04M 0.04%
183,359
-11,084
524
$6.04M 0.04%
62,925
+8,443
525
$6.01M 0.04%
87,554
-38,729
19 20
21
22 23