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
1451
$690K ﹤0.01%
19,746
+5,098
1452
$688K ﹤0.01%
8,172
+1,175
1453
$688K ﹤0.01%
44,191
+1,490
1454
$688K ﹤0.01%
71,247
+5,247
1455
$687K ﹤0.01%
10,735
+1,645
1456
$686K ﹤0.01%
18,257
-1,754
1457
$685K ﹤0.01%
+11,702
1458
$684K ﹤0.01%
18,642
-2,138
1459
$683K ﹤0.01%
19,774
+2,514
1460
$681K ﹤0.01%
31,860
+13,903
1461
$680K ﹤0.01%
30,985
+5,603
1462
$676K ﹤0.01%
13,954
-8,622
1463
$675K ﹤0.01%
31,449
-6,858
1464
$674K ﹤0.01%
25,301
+7,551
1465
$673K ﹤0.01%
12,422
+1,134
1466
$673K ﹤0.01%
18,630
+1,712
1467
$672K ﹤0.01%
12,055
+2,887
1468
$671K ﹤0.01%
14,586
+4,951
1469
$670K ﹤0.01%
41,569
-25
1470
$669K ﹤0.01%
18,646
+6,971
1471
$668K ﹤0.01%
25,696
+13,267
1472
$667K ﹤0.01%
15,375
+1,313
1473
$667K ﹤0.01%
13,506
+1,990
1474
$666K ﹤0.01%
38,329
-4,402
1475
$665K ﹤0.01%
7,934
+195
57 58
59
60 61