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
726
$3.3M 0.02%
86,454
+4,265
727
$3.29M 0.02%
160,728
+839
728
$3.28M 0.02%
58,278
+14,297
729
$3.28M 0.02%
26,234
+1,598
730
$3.26M 0.02%
200,253
-63,733
731
$3.26M 0.02%
111,032
-4,648
732
$3.26M 0.02%
98,112
+81,270
733
$3.26M 0.02%
84,107
+24,526
734
$3.24M 0.02%
340,106
+32,784
735
$3.21M 0.02%
20,299
+3,574
736
$3.2M 0.02%
54,574
+4,079
737
$3.19M 0.02%
37,141
+1,763
738
$3.19M 0.02%
173,685
+38,976
739
$3.18M 0.02%
15,545
+1,011
740
$3.16M 0.02%
140,653
+35,150
741
$3.15M 0.02%
40,382
+6,284
742
$3.15M 0.02%
171,367
+19,164
743
$3.14M 0.02%
138,694
+27,990
744
$3.12M 0.02%
134,810
+8,260
745
$3.11M 0.02%
102,635
+13,386
746
$3.11M 0.02%
92,658
-20,100
747
$3.08M 0.02%
27,665
+6,279
748
$3.06M 0.02%
62,588
+36,504
749
$3.06M 0.02%
104,679
+25,736
750
$3.06M 0.02%
36,208
-4,843
28 29
30
31 32