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
1126
$1.26M 0.01%
20,060
+2,724
1127
$1.25M 0.01%
30,918
+6,278
1128
$1.25M 0.01%
18,600
+8,994
1129
$1.25M 0.01%
42,664
+27,338
1130
$1.24M 0.01%
31,913
+1,826
1131
$1.24M 0.01%
9,698
+946
1132
$1.24M 0.01%
19,720
+5,256
1133
$1.24M 0.01%
32,423
+213
1134
$1.23M 0.01%
24,339
-680
1135
$1.23M 0.01%
51,184
+6,880
1136
$1.22M 0.01%
106,092
-29,584
1137
$1.22M 0.01%
28,889
+2,308
1138
$1.22M 0.01%
71,424
+28,369
1139
$1.22M 0.01%
103,012
-17,332
1140
$1.22M 0.01%
60,098
+4,783
1141
$1.21M 0.01%
17,490
-2,893
1142
$1.21M 0.01%
118,603
-23,108
1143
$1.21M 0.01%
22,828
+800
1144
$1.21M 0.01%
40,604
+2,957
1145
$1.21M 0.01%
68,942
+2,210
1146
$1.21M 0.01%
10,686
-709
1147
$1.2M 0.01%
64,371
+5,801
1148
$1.2M 0.01%
11,577
+353
1149
$1.19M 0.01%
13,634
-35
1150
$1.19M 0.01%
37,328
-7,557
44 45
46
47 48