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
126
$29.1M 0.18%
465,023
-18,999
127
$29M 0.18%
112,798
+8,936
128
$28.9M 0.18%
394,174
+19,472
129
$28.9M 0.18%
693,405
+36,446
130
$28.6M 0.18%
365,309
+1,346
131
$28.3M 0.17%
4,188,970
+279,447
132
$27.9M 0.17%
1,865,970
+173,220
133
$27.7M 0.17%
331,922
+22,654
134
$27.7M 0.17%
550,620
-129,466
135
$27.6M 0.17%
354,526
-6,687
136
$27.4M 0.17%
4,266,646
+618,996
137
$27.2M 0.17%
3,457,658
+395,569
138
$27.2M 0.17%
1,160,935
+123,092
139
$27.2M 0.17%
1,632,399
+60,090
140
$27M 0.17%
80,165
+9,072
141
$26.8M 0.16%
500,193
+58,193
142
$26.8M 0.16%
160,351
+12,733
143
$26.7M 0.16%
63,286
+3,403
144
$26.4M 0.16%
539,058
+19,927
145
$26.2M 0.16%
529,237
+110,251
146
$26M 0.16%
95,761
-151
147
$25.9M 0.16%
637,158
-91,186
148
$25.6M 0.16%
106,571
+20,614
149
$25.5M 0.16%
500,048
+39,889
150
$25.4M 0.16%
298,155
+6,982
4 5
6
7 8