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
1426
$718K ﹤0.01%
11,007
+5,589
1427
$718K ﹤0.01%
39,216
+2,181
1428
$717K ﹤0.01%
63,024
+4,986
1429
$716K ﹤0.01%
24,287
-505
1430
$714K ﹤0.01%
44,352
+7,542
1431
$713K ﹤0.01%
19,735
+1,030
1432
$712K ﹤0.01%
15,316
+2,902
1433
$712K ﹤0.01%
35,329
+609
1434
$711K ﹤0.01%
15,520
+5,183
1435
$707K ﹤0.01%
50,366
+3,224
1436
$706K ﹤0.01%
11,357
+2,727
1437
$705K ﹤0.01%
25,443
+125
1438
$704K ﹤0.01%
20,032
+767
1439
$704K ﹤0.01%
22,693
+6,652
1440
$702K ﹤0.01%
11,885
+1,266
1441
$702K ﹤0.01%
106,889
+17,165
1442
$697K ﹤0.01%
59,678
+6,397
1443
$696K ﹤0.01%
44,170
+27,300
1444
$696K ﹤0.01%
30,940
+16,536
1445
$695K ﹤0.01%
6,790
-63
1446
$694K ﹤0.01%
10,386
+222
1447
$694K ﹤0.01%
8,861
+153
1448
$692K ﹤0.01%
17,354
-2,232
1449
$691K ﹤0.01%
49,337
+79
1450
$690K ﹤0.01%
15,094
+597
56 57
58
59 60