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
751
$3.05M 0.02%
79,015
+1,503
752
$3.04M 0.02%
129,158
-12,865
753
$3.02M 0.02%
134,643
+21,137
754
$3.02M 0.02%
233,788
+12,702
755
$3.01M 0.02%
178,762
+2,955
756
$3.01M 0.02%
547,533
+34,503
757
$3M 0.02%
41,471
-7
758
$2.98M 0.02%
65,333
+8,709
759
$2.97M 0.02%
32,874
+6,891
760
$2.97M 0.02%
49,983
+10,047
761
$2.97M 0.02%
163,915
+65,763
762
$2.95M 0.02%
34,484
+487
763
$2.94M 0.02%
114,914
+12,991
764
$2.94M 0.02%
73,185
+12,477
765
$2.91M 0.02%
44,949
+12,127
766
$2.9M 0.02%
65,959
+11,217
767
$2.9M 0.02%
92,929
-6,269
768
$2.9M 0.02%
22,969
-1,897
769
$2.9M 0.02%
51,974
+3,916
770
$2.9M 0.02%
63,234
-10,153
771
$2.89M 0.02%
62,323
-15
772
$2.89M 0.02%
297,632
-10,679
773
$2.88M 0.02%
73,980
+5,623
774
$2.88M 0.02%
82,671
+2,742
775
$2.86M 0.02%
52,973
+1,155
29 30
31
32 33