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
901
$2.07M 0.01%
33,514
+110
902
$2.07M 0.01%
1,737
+196
903
$2.06M 0.01%
115,293
+103,966
904
$2.06M 0.01%
17,808
+1,342
905
$2.06M 0.01%
50,567
-3,152
906
$2.03M 0.01%
79,963
+9,410
907
$2.01M 0.01%
22,515
+3,654
908
$2M 0.01%
54,690
-2,098
909
$2M 0.01%
57,002
+2,193
910
$2M 0.01%
98,809
-760
911
$1.98M 0.01%
34,554
+4,336
912
$1.98M 0.01%
51,669
+13,216
913
$1.98M 0.01%
26,185
+15,351
914
$1.98M 0.01%
107,939
-4,654
915
$1.97M 0.01%
74,890
+10,470
916
$1.97M 0.01%
94,412
+13,254
917
$1.97M 0.01%
91,003
-31,140
918
$1.97M 0.01%
13,630
+102
919
$1.97M 0.01%
37,232
+1,651
920
$1.96M 0.01%
18,283
+2,377
921
$1.95M 0.01%
30,154
-289
922
$1.94M 0.01%
44,820
+12,976
923
$1.93M 0.01%
36,781
+2,561
924
$1.93M 0.01%
43,061
+8,554
925
$1.92M 0.01%
335,817
+44,756
35 36
37
38 39