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
701
$3.6M 0.02%
452,856
-445,448
702
$3.6M 0.02%
67,292
+6,571
703
$3.6M 0.02%
83,665
-598
704
$3.57M 0.02%
305,464
+212,556
705
$3.52M 0.02%
122,664
+38
706
$3.5M 0.02%
46,305
+17,853
707
$3.5M 0.02%
60,345
+3,877
708
$3.49M 0.02%
133,109
+10,202
709
$3.49M 0.02%
17,361
-781
710
$3.47M 0.02%
74,304
+19,043
711
$3.47M 0.02%
30,774
+961
712
$3.46M 0.02%
32,828
+1,997
713
$3.45M 0.02%
33,698
-4,745
714
$3.44M 0.02%
32,889
+5,463
715
$3.42M 0.02%
159,044
-10,878
716
$3.41M 0.02%
122,134
+4,330
717
$3.38M 0.02%
53,417
+2,865
718
$3.37M 0.02%
75,264
+18,853
719
$3.37M 0.02%
34,243
+4,331
720
$3.37M 0.02%
284,131
-23,992
721
$3.36M 0.02%
101,629
+7,137
722
$3.35M 0.02%
74,482
+793
723
$3.33M 0.02%
74,078
+8,287
724
$3.32M 0.02%
53,036
+14,280
725
$3.3M 0.02%
59,271
+9,134
27 28
29
30 31