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
1376
$776K ﹤0.01%
15,769
+1,206
1377
$776K ﹤0.01%
34,731
+6,118
1378
$775K ﹤0.01%
22,586
+784
1379
$775K ﹤0.01%
16,387
+4,879
1380
$775K ﹤0.01%
48,636
+220
1381
$772K ﹤0.01%
20,816
-868
1382
$771K ﹤0.01%
54,426
-8,176
1383
$771K ﹤0.01%
24,170
+2,616
1384
$770K ﹤0.01%
9,557
+614
1385
$769K ﹤0.01%
11,188
+2,787
1386
$767K ﹤0.01%
15,968
+351
1387
$767K ﹤0.01%
47,663
-2,529
1388
$766K ﹤0.01%
9,258
+945
1389
$765K ﹤0.01%
+35,565
1390
$765K ﹤0.01%
4,633
+220
1391
$765K ﹤0.01%
12,475
+836
1392
$763K ﹤0.01%
8,791
+345
1393
$763K ﹤0.01%
10,339
+1,283
1394
$762K ﹤0.01%
17,833
-229
1395
$759K ﹤0.01%
16,547
+4,202
1396
$758K ﹤0.01%
19,926
+9,427
1397
$758K ﹤0.01%
9,662
+454
1398
$752K ﹤0.01%
35,594
+23,357
1399
$750K ﹤0.01%
67,465
+15,220
1400
$746K ﹤0.01%
27,314
+4,906
54 55
56
57 58