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
551
$5.42M 0.03%
194,490
+16,531
552
$5.42M 0.03%
32,404
+529
553
$5.41M 0.03%
151,298
+10,154
554
$5.37M 0.03%
49,261
+12,019
555
$5.35M 0.03%
98,466
+10,868
556
$5.34M 0.03%
5,468
+335
557
$5.32M 0.03%
43,800
+7,288
558
$5.28M 0.03%
122,725
+1,357
559
$5.27M 0.03%
152,547
+18,635
560
$5.27M 0.03%
169,348
+10,328
561
$5.25M 0.03%
219,012
+19,900
562
$5.22M 0.03%
66,784
+7,558
563
$5.21M 0.03%
68,571
-1,796
564
$5.19M 0.03%
523,868
+19,503
565
$5.14M 0.03%
357,136
+93,430
566
$5.13M 0.03%
75,174
+126
567
$5.13M 0.03%
56,491
+5,006
568
$5.13M 0.03%
96,690
+3,484
569
$5.11M 0.03%
19,014
+332
570
$5.1M 0.03%
93,329
+16,132
571
$5.07M 0.03%
83,340
-17,101
572
$5.06M 0.03%
72,359
-55
573
$5.05M 0.03%
103,711
+5,553
574
$5.04M 0.03%
292,485
+36,619
575
$5.02M 0.03%
129,221
-48,897
21 22
23
24 25