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
1226
$1.03M 0.01%
70,789
+44,269
1227
$1.03M 0.01%
22,324
+789
1228
$1.03M 0.01%
17,275
+729
1229
$1.02M 0.01%
26,604
+1,880
1230
$1.02M 0.01%
29,786
+1,564
1231
$1.02M 0.01%
19,038
+5,005
1232
$1.02M 0.01%
11,353
-140
1233
$1.02M 0.01%
61,495
-331
1234
$1.01M 0.01%
40,927
+14,140
1235
$1.01M 0.01%
9,125
-110
1236
$1.01M 0.01%
6,105
+206
1237
$1.01M 0.01%
31,156
+4,737
1238
$1M 0.01%
38,705
-4,112
1239
$999K 0.01%
12,819
+1,262
1240
$998K 0.01%
13,243
+822
1241
$995K 0.01%
75,464
+18,228
1242
$995K 0.01%
44,316
-13,815
1243
$993K 0.01%
16,088
+1,210
1244
$989K 0.01%
93,701
+18,545
1245
$988K 0.01%
26,663
+3,694
1246
$988K 0.01%
+29,830
1247
$986K 0.01%
25,601
+4,445
1248
$985K 0.01%
12,595
+1,489
1249
$981K 0.01%
12,690
-703
1250
$980K 0.01%
15,500
-2,007
48 49
50
51 52