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
1076
$1.38M 0.01%
14,136
-1,162
1077
$1.38M 0.01%
12,762
+4,333
1078
$1.38M 0.01%
81,141
-33,997
1079
$1.38M 0.01%
16,077
+947
1080
$1.37M 0.01%
46,436
+16,851
1081
$1.37M 0.01%
111,212
+28,658
1082
$1.37M 0.01%
26,603
+5,472
1083
$1.37M 0.01%
46,203
+12,186
1084
$1.36M 0.01%
49,461
+11,260
1085
$1.36M 0.01%
23,335
-7,147
1086
$1.36M 0.01%
34,769
+23,293
1087
$1.36M 0.01%
38,766
+12,267
1088
$1.36M 0.01%
19,602
+4,282
1089
$1.35M 0.01%
61,087
+19,731
1090
$1.35M 0.01%
20,502
-1,348
1091
$1.35M 0.01%
454,750
+142,188
1092
$1.35M 0.01%
26,121
+3,799
1093
$1.35M 0.01%
9,680
+264
1094
$1.35M 0.01%
39,195
+1,541
1095
$1.34M 0.01%
18,260
-2,717
1096
$1.34M 0.01%
22,880
+1,499
1097
$1.34M 0.01%
41,388
+5,094
1098
$1.34M 0.01%
38,564
+1,064
1099
$1.32M 0.01%
28,618
+448
1100
$1.32M 0.01%
13,510
+42
42 43
44
45 46