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
926
$1.92M 0.01%
85,924
+4,445
927
$1.92M 0.01%
197,384
+160
928
$1.91M 0.01%
232,986
+26,570
929
$1.91M 0.01%
80,213
+10,700
930
$1.91M 0.01%
100,965
-19,078
931
$1.9M 0.01%
66,884
+27,377
932
$1.9M 0.01%
25,652
+11,097
933
$1.9M 0.01%
5,931
+2,067
934
$1.89M 0.01%
13,198
+853
935
$1.89M 0.01%
25,768
+3,249
936
$1.89M 0.01%
47,959
+23,665
937
$1.89M 0.01%
21,977
+2,204
938
$1.88M 0.01%
42,478
+3,782
939
$1.86M 0.01%
25,842
+20,138
940
$1.86M 0.01%
25,802
+10,781
941
$1.85M 0.01%
91,796
-3,234
942
$1.84M 0.01%
72,856
+7,729
943
$1.82M 0.01%
46,157
+1,615
944
$1.82M 0.01%
102,627
+16,233
945
$1.81M 0.01%
39,190
-2,507
946
$1.81M 0.01%
24,744
+7,619
947
$1.8M 0.01%
15,343
+5,073
948
$1.79M 0.01%
139,344
+25,208
949
$1.79M 0.01%
140,245
+14,774
950
$1.78M 0.01%
50,555
+20,162
36 37
38
39 40