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
776
$2.85M 0.02%
70,922
+1,458
777
$2.8M 0.02%
57,922
+15,259
778
$2.8M 0.02%
81,415
+5,738
779
$2.79M 0.02%
57,358
+2,566
780
$2.79M 0.02%
54,640
+2,827
781
$2.79M 0.02%
63,324
+28,300
782
$2.77M 0.02%
31,625
+10,243
783
$2.77M 0.02%
50,889
+6,039
784
$2.77M 0.02%
54,315
+17,722
785
$2.76M 0.02%
502,299
+22,537
786
$2.75M 0.02%
135,873
-55,374
787
$2.75M 0.02%
148,732
+27,407
788
$2.74M 0.02%
15,609
+280
789
$2.74M 0.02%
76,431
+1,552
790
$2.73M 0.02%
62,090
+4,487
791
$2.73M 0.02%
32,704
+626
792
$2.71M 0.02%
97,005
+6,722
793
$2.71M 0.02%
45,411
+4,599
794
$2.71M 0.02%
13,028
+2,189
795
$2.7M 0.02%
21,835
+7,460
796
$2.69M 0.02%
49,083
+1,133
797
$2.66M 0.02%
69,873
+2,082
798
$2.65M 0.02%
131,064
+80,932
799
$2.64M 0.02%
20,731
+2,808
800
$2.64M 0.02%
38,308
+1,167
30 31
32
33 34