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
976
$1.67M 0.01%
16,244
+1,831
977
$1.66M 0.01%
3,608
+445
978
$1.64M 0.01%
28,318
+6,745
979
$1.64M 0.01%
31,693
+91
980
$1.64M 0.01%
34,661
+1,708
981
$1.64M 0.01%
49,608
+22,712
982
$1.64M 0.01%
96,652
+40,400
983
$1.63M 0.01%
22,681
+844
984
$1.61M 0.01%
58,094
+4,988
985
$1.61M 0.01%
30,039
+1,947
986
$1.61M 0.01%
17,412
+1,102
987
$1.6M 0.01%
24,448
+7,705
988
$1.6M 0.01%
34,503
-728
989
$1.59M 0.01%
105,335
+46,929
990
$1.59M 0.01%
23,204
+2,473
991
$1.58M 0.01%
63,237
-5,370
992
$1.58M 0.01%
16,404
+1,137
993
$1.58M 0.01%
88,469
+9,305
994
$1.58M 0.01%
60,728
+35,137
995
$1.57M 0.01%
16,008
+3,934
996
$1.57M 0.01%
48,324
-3,186
997
$1.57M 0.01%
43,164
+7,533
998
$1.57M 0.01%
81,276
+32,708
999
$1.57M 0.01%
26,214
+2,461
1000
$1.57M 0.01%
256,483
+46,591
38 39
40
41 42