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
1051
$1.46M 0.01%
37,390
+6,350
1052
$1.46M 0.01%
105,774
+19,698
1053
$1.46M 0.01%
38,052
+17,740
1054
$1.45M 0.01%
27,820
+5,688
1055
$1.45M 0.01%
30,840
-6,327
1056
$1.44M 0.01%
27,255
-45
1057
$1.44M 0.01%
58,345
+1,514
1058
$1.43M 0.01%
41,216
+13,628
1059
$1.43M 0.01%
15,566
+2,532
1060
$1.43M 0.01%
23,676
-1,329
1061
$1.43M 0.01%
75,224
+3,101
1062
$1.43M 0.01%
12,189
+337
1063
$1.42M 0.01%
29,477
+1,232
1064
$1.42M 0.01%
28,817
+4,891
1065
$1.42M 0.01%
25,790
+4,297
1066
$1.42M 0.01%
26,046
+881
1067
$1.41M 0.01%
142,003
-1,768
1068
$1.41M 0.01%
34,076
+19,710
1069
$1.41M 0.01%
50,199
+20,842
1070
$1.4M 0.01%
21,152
-20,840
1071
$1.39M 0.01%
10,544
+494
1072
$1.39M 0.01%
28,191
-10,394
1073
$1.39M 0.01%
1,401
+68
1074
$1.39M 0.01%
22,068
+8,694
1075
$1.38M 0.01%
63,152
+7,374
41 42
43
44 45