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
826
$2.47M 0.02%
79,422
+6,711
827
$2.47M 0.02%
41,070
+5,059
828
$2.47M 0.02%
39,302
+9,090
829
$2.47M 0.02%
75,977
+2,388
830
$2.47M 0.02%
108,015
-57,311
831
$2.46M 0.02%
55,785
+18,058
832
$2.46M 0.02%
125,631
+6,091
833
$2.45M 0.02%
703,794
+98,010
834
$2.44M 0.01%
50,539
-3,388
835
$2.44M 0.01%
140,215
+7,266
836
$2.42M 0.01%
25,800
+276
837
$2.41M 0.01%
107,880
+33,048
838
$2.4M 0.01%
10,686
+4,540
839
$2.4M 0.01%
21,394
+174
840
$2.39M 0.01%
52,552
+451
841
$2.38M 0.01%
236,816
-18,835
842
$2.38M 0.01%
219,645
+57,905
843
$2.37M 0.01%
36,845
+3,012
844
$2.37M 0.01%
59,638
+3,847
845
$2.37M 0.01%
23,406
+1,236
846
$2.37M 0.01%
31,234
+16,446
847
$2.36M 0.01%
93,768
+18,541
848
$2.36M 0.01%
125,696
+9,545
849
$2.36M 0.01%
62,874
+1,539
850
$2.35M 0.01%
147,568
-9,602
32 33
34
35 36