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
1176
$1.13M 0.01%
57,397
+3,129
1177
$1.13M 0.01%
19,969
1178
$1.12M 0.01%
16,641
+2,528
1179
$1.12M 0.01%
54,685
-3,378
1180
$1.12M 0.01%
22,015
+9,450
1181
$1.12M 0.01%
13,267
+818
1182
$1.12M 0.01%
106,969
-1,179
1183
$1.11M 0.01%
14,672
+759
1184
$1.11M 0.01%
16,836
+6,186
1185
$1.11M 0.01%
46,340
+13,582
1186
$1.11M 0.01%
17,583
+513
1187
$1.11M 0.01%
26,670
-2,846
1188
$1.1M 0.01%
28,973
+5,903
1189
$1.1M 0.01%
28,714
+7,355
1190
$1.09M 0.01%
151,375
-17,465
1191
$1.09M 0.01%
32,308
+1,240
1192
$1.09M 0.01%
21,896
+9,167
1193
$1.09M 0.01%
43,422
+1,995
1194
$1.09M 0.01%
39,278
+16,973
1195
$1.09M 0.01%
133,856
+46,353
1196
$1.08M 0.01%
22,066
+3,869
1197
$1.08M 0.01%
24,633
+7,357
1198
$1.08M 0.01%
51,356
-28,724
1199
$1.08M 0.01%
12,452
+1,816
1200
$1.08M 0.01%
7,451
+763
46 47
48
49 50