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
1476
$665K ﹤0.01%
22,092
-849
1477
$663K ﹤0.01%
19,677
+13,737
1478
$663K ﹤0.01%
9,952
+527
1479
$663K ﹤0.01%
12,611
-135
1480
$661K ﹤0.01%
26,910
+796
1481
$661K ﹤0.01%
14,094
-637
1482
$660K ﹤0.01%
42,337
-2,492
1483
$660K ﹤0.01%
11,935
-1,075
1484
$659K ﹤0.01%
+18,302
1485
$658K ﹤0.01%
32,636
+1,404
1486
$656K ﹤0.01%
26,237
+1,742
1487
$656K ﹤0.01%
13,937
-185
1488
$656K ﹤0.01%
49,164
+5,780
1489
$656K ﹤0.01%
172,741
-44,277
1490
$653K ﹤0.01%
9,537
+1,790
1491
$653K ﹤0.01%
12,101
-1,314
1492
$652K ﹤0.01%
12,992
+1,101
1493
$651K ﹤0.01%
64,425
+37,409
1494
$651K ﹤0.01%
6,279
+1,660
1495
$648K ﹤0.01%
35,480
+5,700
1496
$647K ﹤0.01%
28,853
+328
1497
$646K ﹤0.01%
47,580
-4,470
1498
$645K ﹤0.01%
4,585
+104
1499
$644K ﹤0.01%
13,225
-2,447
1500
$644K ﹤0.01%
52,732
+23,205
58 59
60
61 62