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
951
$1.78M 0.01%
29,634
+228
952
$1.78M 0.01%
214,471
+56,441
953
$1.77M 0.01%
211,744
+147,288
954
$1.77M 0.01%
64,948
+2,735
955
$1.76M 0.01%
31,227
+3,948
956
$1.75M 0.01%
54,305
-23,131
957
$1.75M 0.01%
21,389
+6,656
958
$1.75M 0.01%
35,653
+2,064
959
$1.75M 0.01%
10,506
-102
960
$1.74M 0.01%
8,586
+1,793
961
$1.74M 0.01%
44,889
+25,699
962
$1.74M 0.01%
48,768
+1,602
963
$1.74M 0.01%
25,667
+4,169
964
$1.73M 0.01%
26,430
+3,362
965
$1.72M 0.01%
14,656
+1,873
966
$1.72M 0.01%
54,390
+8,992
967
$1.71M 0.01%
130,946
+14,612
968
$1.71M 0.01%
21,484
+2,078
969
$1.71M 0.01%
26,559
-108
970
$1.7M 0.01%
61,837
+4,688
971
$1.7M 0.01%
74,473
+7,118
972
$1.7M 0.01%
25,132
+6,824
973
$1.7M 0.01%
23,584
-2,518
974
$1.7M 0.01%
27,041
+16,733
975
$1.68M 0.01%
33,495
+2,268
37 38
39
40 41