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
801
$2.64M 0.02%
28,071
+3,721
802
$2.64M 0.02%
167,462
+59,801
803
$2.63M 0.02%
49,646
+1,951
804
$2.62M 0.02%
133,971
+35,457
805
$2.6M 0.02%
142,909
+17,567
806
$2.59M 0.02%
69,372
+19,220
807
$2.59M 0.02%
37,430
-23,043
808
$2.59M 0.02%
34,477
+1,691
809
$2.59M 0.02%
44,434
+9,285
810
$2.59M 0.02%
17,775
+8,930
811
$2.57M 0.02%
41,079
+3,099
812
$2.56M 0.02%
31,593
+3,022
813
$2.56M 0.02%
84,274
+9,056
814
$2.55M 0.02%
113,739
-5,229
815
$2.55M 0.02%
21,871
-155
816
$2.55M 0.02%
10
817
$2.55M 0.02%
33,377
+120
818
$2.54M 0.02%
59,872
+14,264
819
$2.53M 0.02%
43,636
+6,557
820
$2.52M 0.02%
51,688
+24,211
821
$2.52M 0.02%
28,391
+7,111
822
$2.51M 0.02%
55,480
+3,567
823
$2.5M 0.02%
70,095
+7,055
824
$2.5M 0.02%
304,658
-12,861
825
$2.48M 0.02%
23,714
-740
31 32
33
34 35