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
626
$4.53M 0.03%
42,729
+3,456
627
$4.53M 0.03%
37,195
+6,900
628
$4.51M 0.03%
57,911
+5,949
629
$4.47M 0.03%
71,990
+242
630
$4.45M 0.03%
139,119
+10,560
631
$4.44M 0.03%
83,108
+13,571
632
$4.43M 0.03%
335,401
+52,281
633
$4.42M 0.03%
65,996
+8,743
634
$4.41M 0.03%
189,709
+41,446
635
$4.4M 0.03%
26,353
+2,467
636
$4.4M 0.03%
139,716
+7,092
637
$4.39M 0.03%
230,669
+10,549
638
$4.39M 0.03%
196,013
-59,382
639
$4.39M 0.03%
30,866
+820
640
$4.38M 0.03%
115,453
-3,849
641
$4.38M 0.03%
46,103
-4,980
642
$4.35M 0.03%
60,405
+5,465
643
$4.35M 0.03%
212,095
+36,345
644
$4.34M 0.03%
19,189
+1,976
645
$4.34M 0.03%
245,622
+5,102
646
$4.32M 0.03%
103,469
+380
647
$4.31M 0.03%
37,651
+2,587
648
$4.3M 0.03%
479,919
+66,839
649
$4.3M 0.03%
171,383
+15,437
650
$4.28M 0.03%
45,228
+14,632
24 25
26
27 28