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
1401
$745K ﹤0.01%
59,865
+6,307
1402
$745K ﹤0.01%
13,349
-552
1403
$743K ﹤0.01%
8,358
-354
1404
$742K ﹤0.01%
10,586
-1,073
1405
$740K ﹤0.01%
13,005
+164
1406
$737K ﹤0.01%
89,504
-46,160
1407
$736K ﹤0.01%
11,485
+1,149
1408
$735K ﹤0.01%
42,216
+30,845
1409
$734K ﹤0.01%
16,660
+3,341
1410
$734K ﹤0.01%
12,320
+1,125
1411
$734K ﹤0.01%
21,187
-1,864
1412
$732K ﹤0.01%
13,111
+764
1413
$732K ﹤0.01%
38,960
-72
1414
$730K ﹤0.01%
17,323
-274
1415
$730K ﹤0.01%
9,393
+722
1416
$730K ﹤0.01%
18,851
+8,273
1417
$728K ﹤0.01%
12,987
+2,781
1418
$727K ﹤0.01%
11,827
+199
1419
$723K ﹤0.01%
32,704
+2,548
1420
$722K ﹤0.01%
23,267
+10,435
1421
$722K ﹤0.01%
43,462
+1,700
1422
$722K ﹤0.01%
25,776
+6,492
1423
$720K ﹤0.01%
28,906
-1,022
1424
$720K ﹤0.01%
48,642
+6,486
1425
$719K ﹤0.01%
9,694
+7,621
55 56
57
58 59