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
1151
$1.18M 0.01%
30,062
+1,991
1152
$1.18M 0.01%
194,212
-42,536
1153
$1.18M 0.01%
12,369
+1,802
1154
$1.18M 0.01%
35,141
+9,608
1155
$1.18M 0.01%
42,154
+34,435
1156
$1.18M 0.01%
128,575
+11,020
1157
$1.18M 0.01%
35,435
-10,775
1158
$1.17M 0.01%
62,642
-10,114
1159
$1.17M 0.01%
8,143
+669
1160
$1.17M 0.01%
14,281
+329
1161
$1.17M 0.01%
35,718
-234
1162
$1.16M 0.01%
126,872
+39,272
1163
$1.15M 0.01%
20,013
+1,263
1164
$1.15M 0.01%
37,962
+15,998
1165
$1.15M 0.01%
9,065
-2,215
1166
$1.15M 0.01%
44,293
+2,293
1167
$1.15M 0.01%
19,743
+686
1168
$1.14M 0.01%
20,956
+2,906
1169
$1.14M 0.01%
15,179
-305
1170
$1.14M 0.01%
102,872
-1,088
1171
$1.14M 0.01%
39,712
-3,000
1172
$1.13M 0.01%
15,129
+85
1173
$1.13M 0.01%
34,135
+19,437
1174
$1.13M 0.01%
14,100
+920
1175
$1.13M 0.01%
44,854
+7,316
45 46
47
48 49