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
576
$5.01M 0.03%
60,333
-40,089
577
$5M 0.03%
39,385
-3,830
578
$4.98M 0.03%
58,855
+4,654
579
$4.98M 0.03%
128,293
+20,223
580
$4.97M 0.03%
36,847
+2,016
581
$4.96M 0.03%
23,615
+7,199
582
$4.96M 0.03%
141,832
+14,269
583
$4.95M 0.03%
166,115
+23,176
584
$4.94M 0.03%
2,049
+321
585
$4.93M 0.03%
286,385
+17,561
586
$4.93M 0.03%
150,830
+3,417
587
$4.92M 0.03%
1,392,676
+143,176
588
$4.91M 0.03%
223,246
+17,619
589
$4.89M 0.03%
103,912
+5,686
590
$4.88M 0.03%
128,213
+10,560
591
$4.87M 0.03%
313,813
+43,383
592
$4.85M 0.03%
445,268
+36,812
593
$4.84M 0.03%
243,447
+18,253
594
$4.84M 0.03%
54,788
+4,904
595
$4.84M 0.03%
110,253
+10,574
596
$4.83M 0.03%
69,234
-9,848
597
$4.83M 0.03%
44,103
-1,310
598
$4.81M 0.03%
169,985
+19,013
599
$4.81M 0.03%
120,090
+7,400
600
$4.8M 0.03%
6,758
+1,675
22 23
24
25 26