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
676
$3.86M 0.02%
242,658
+21,672
677
$3.85M 0.02%
59,897
+6,256
678
$3.84M 0.02%
61,139
+8,464
679
$3.81M 0.02%
167,703
+12,544
680
$3.81M 0.02%
44,613
-828
681
$3.8M 0.02%
304,485
+6,980
682
$3.8M 0.02%
73,900
-9,680
683
$3.8M 0.02%
277,088
-16,208
684
$3.75M 0.02%
237,938
+45,023
685
$3.75M 0.02%
61,332
+15,825
686
$3.74M 0.02%
82,449
+3,914
687
$3.73M 0.02%
98,158
+8,085
688
$3.71M 0.02%
116,361
+22,160
689
$3.71M 0.02%
6,234
+370
690
$3.71M 0.02%
315,046
+23,788
691
$3.7M 0.02%
40,411
+2,877
692
$3.7M 0.02%
94,924
+16,546
693
$3.69M 0.02%
462,083
-77,632
694
$3.68M 0.02%
331,294
+19,695
695
$3.68M 0.02%
95,103
-4,640
696
$3.66M 0.02%
95,115
+13,058
697
$3.65M 0.02%
53,525
+7,945
698
$3.63M 0.02%
32,095
+3,891
699
$3.62M 0.02%
81,017
+38,654
700
$3.61M 0.02%
115,640
+7,896
26 27
28
29 30