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
851
$2.35M 0.01%
19,396
-754
852
$2.34M 0.01%
134,330
+2,322
853
$2.33M 0.01%
63,886
+8,884
854
$2.33M 0.01%
33,374
+2,160
855
$2.33M 0.01%
79,452
+8,431
856
$2.33M 0.01%
49,132
+1,041
857
$2.31M 0.01%
94,822
+2,876
858
$2.31M 0.01%
74,610
+3,763
859
$2.3M 0.01%
61,145
+15,235
860
$2.29M 0.01%
34,045
+1,381
861
$2.29M 0.01%
69,592
+6,155
862
$2.28M 0.01%
189,485
-6,499
863
$2.27M 0.01%
71,604
+471
864
$2.26M 0.01%
96,680
+1,697
865
$2.26M 0.01%
61,227
+996
866
$2.25M 0.01%
77,144
-27,998
867
$2.25M 0.01%
247,338
+15,733
868
$2.24M 0.01%
86,588
+7,962
869
$2.23M 0.01%
255,427
+12,855
870
$2.23M 0.01%
33,610
+11,019
871
$2.23M 0.01%
154,101
+3,189
872
$2.22M 0.01%
91,648
-7,024
873
$2.22M 0.01%
32,749
+143
874
$2.21M 0.01%
30,308
+2,384
875
$2.19M 0.01%
38,252
+863
33 34
35
36 37