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
1326
$848K 0.01%
28,360
+3,024
1327
$847K 0.01%
2,890
+286
1328
$843K 0.01%
20,362
+3,662
1329
$839K 0.01%
32,523
+3,853
1330
$837K 0.01%
38,085
+2,573
1331
$835K 0.01%
11,135
+2,727
1332
$833K 0.01%
14,433
+74
1333
$831K 0.01%
8,815
+1,555
1334
$831K 0.01%
29,098
+9,089
1335
$831K 0.01%
24,791
+7,206
1336
$830K 0.01%
17,683
+557
1337
$825K 0.01%
99,218
+1,873
1338
$825K 0.01%
22,536
+10,118
1339
$824K 0.01%
25,507
+3,496
1340
$824K 0.01%
5,674
+345
1341
$823K 0.01%
64,899
+5,781
1342
$820K 0.01%
48,123
+19,118
1343
$817K 0.01%
28,918
+8,054
1344
$817K 0.01%
21,083
+6,080
1345
$816K 0.01%
+17,958
1346
$815K 0.01%
49,891
+725
1347
$814K 0.01%
21,459
+7,494
1348
$813K 0.01%
37,738
+6,238
1349
$810K 0.01%
23,088
+190
1350
$810K 0.01%
69,817
+38,093
52 53
54
55 56