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 15.65%
3 Healthcare 13.55%
4 Industrials 9.37%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$884K 0.01%
21,458
+10,189
1302
$882K 0.01%
+33,124
1303
$881K 0.01%
201,846
-16,614
1304
$878K 0.01%
17,106
+2,129
1305
$877K 0.01%
10,809
+408
1306
$872K 0.01%
15,881
+357
1307
$870K 0.01%
80,363
+39,690
1308
$866K 0.01%
31,983
+13,808
1309
$866K 0.01%
+25,883
1310
$865K 0.01%
15,590
-6,254
1311
$864K 0.01%
58,244
+21,878
1312
$862K 0.01%
31,491
+459
1313
$862K 0.01%
11,197
+750
1314
$862K 0.01%
16,523
+1,524
1315
$861K 0.01%
18,121
+8,646
1316
$858K 0.01%
32,201
+3,474
1317
$858K 0.01%
5,055
+3,268
1318
$857K 0.01%
12,789
+1,772
1319
$856K 0.01%
20,675
+364
1320
$854K 0.01%
+8,955
1321
$850K 0.01%
17,614
+2,950
1322
$850K 0.01%
48,889
+9,865
1323
$849K 0.01%
26,708
+8,890
1324
$848K 0.01%
14,923
-407
1325
$848K 0.01%
22,673
+2,707
51 52
53
54 55