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
1251
$980K 0.01%
33,239
+3,724
1252
$980K 0.01%
20,687
+11,625
1253
$980K 0.01%
28,705
+4,551
1254
$979K 0.01%
50,388
+6,659
1255
$976K 0.01%
17,109
+4,873
1256
$968K 0.01%
18,128
-2,057
1257
$960K 0.01%
265,060
+153,041
1258
$958K 0.01%
71,973
-2,189
1259
$956K 0.01%
90,782
+9,964
1260
$955K 0.01%
31,311
+709
1261
$953K 0.01%
55,239
+23,019
1262
$951K 0.01%
24,766
+15,150
1263
$951K 0.01%
6,117
-513
1264
$948K 0.01%
15,893
-2,158
1265
$948K 0.01%
26,707
+10,349
1266
$946K 0.01%
21,933
+6,307
1267
$946K 0.01%
7,562
-104
1268
$944K 0.01%
15,833
+3,612
1269
$943K 0.01%
6,709
+641
1270
$941K 0.01%
41,683
+102
1271
$941K 0.01%
8,531
-939
1272
$941K 0.01%
12,901
+1,627
1273
$938K 0.01%
33,438
+4,922
1274
$937K 0.01%
6,079
+393
1275
$927K 0.01%
88,862
+39,997
49 50
51
52 53