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 15.61%
3 Healthcare 13.55%
4 Industrials 9.42%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1.5M 0.01%
50,126
+4,707
1027
$1.5M 0.01%
16,990
+494
1028
$1.5M 0.01%
13,784
+6,921
1029
$1.5M 0.01%
65,442
+9,212
1030
$1.49M 0.01%
31,514
+2,115
1031
$1.49M 0.01%
23,605
+4,496
1032
$1.49M 0.01%
54,974
+16,085
1033
$1.49M 0.01%
27,760
+662
1034
$1.49M 0.01%
40,517
-14,840
1035
$1.49M 0.01%
43,829
+32,937
1036
$1.49M 0.01%
53,552
+7,605
1037
$1.49M 0.01%
26,322
+6,162
1038
$1.48M 0.01%
184,170
-1,226
1039
$1.48M 0.01%
35,705
+3,075
1040
$1.48M 0.01%
20,449
+7,272
1041
$1.48M 0.01%
110,213
-13,905
1042
$1.48M 0.01%
391,884
-13,579
1043
$1.47M 0.01%
25,440
+782
1044
$1.47M 0.01%
60,908
+37,826
1045
$1.47M 0.01%
18,060
-4,297
1046
$1.47M 0.01%
71,113
+4,933
1047
$1.47M 0.01%
253,423
-1,290
1048
$1.47M 0.01%
23,909
-9,004
1049
$1.47M 0.01%
26,582
+2,093
1050
$1.46M 0.01%
40,656
+7,951
40 41
42
43 44