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
876
$2.19M 0.01%
34,022
-5,228
877
$2.18M 0.01%
35,781
+4,018
878
$2.18M 0.01%
71,007
+22,075
879
$2.17M 0.01%
18,042
+946
880
$2.16M 0.01%
99,294
+37,753
881
$2.16M 0.01%
10,607
+3,411
882
$2.15M 0.01%
23,530
+4,721
883
$2.15M 0.01%
25,290
+2,565
884
$2.13M 0.01%
65,374
+8,387
885
$2.12M 0.01%
17,455
+5,154
886
$2.12M 0.01%
23,908
+387
887
$2.12M 0.01%
122,379
+53,542
888
$2.11M 0.01%
101,971
-1,502
889
$2.11M 0.01%
114,108
+24,174
890
$2.11M 0.01%
31,121
+196
891
$2.1M 0.01%
22,832
+1,531
892
$2.1M 0.01%
24,195
+4,565
893
$2.1M 0.01%
72,049
-40,058
894
$2.09M 0.01%
51,373
+2,786
895
$2.09M 0.01%
40,374
+10,348
896
$2.08M 0.01%
59,415
-34
897
$2.08M 0.01%
167,276
+10,789
898
$2.08M 0.01%
22,569
+3,450
899
$2.08M 0.01%
180,916
+17,722
900
$2.08M 0.01%
27,414
-756
34 35
36
37 38