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
526
$6M 0.04%
20,871
+3,537
527
$5.96M 0.04%
159,883
+5,812
528
$5.94M 0.04%
44,048
+2,725
529
$5.91M 0.04%
64,619
+8,354
530
$5.87M 0.04%
434,453
+33,908
531
$5.79M 0.04%
82,518
-2,558
532
$5.79M 0.04%
62,305
+2,418
533
$5.76M 0.04%
31,917
-112
534
$5.76M 0.04%
128,866
+5,994
535
$5.75M 0.04%
90,026
+4,305
536
$5.75M 0.04%
52,656
+3,342
537
$5.7M 0.03%
224,581
+13,000
538
$5.7M 0.03%
50,826
+16,233
539
$5.67M 0.03%
60,532
+9,708
540
$5.63M 0.03%
45,773
-226
541
$5.57M 0.03%
350,211
+14,061
542
$5.57M 0.03%
62,190
+7,615
543
$5.53M 0.03%
60,619
+31,857
544
$5.53M 0.03%
95,462
+12,010
545
$5.53M 0.03%
43,607
+2,718
546
$5.51M 0.03%
171,337
+1,448
547
$5.49M 0.03%
299,808
+17,683
548
$5.48M 0.03%
1,865,038
-332,195
549
$5.45M 0.03%
32,860
+363
550
$5.43M 0.03%
54,228
+5,550
20 21
22
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