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
1526
$621K ﹤0.01%
35,901
-2,473
1527
$620K ﹤0.01%
29,887
+18,075
1528
$620K ﹤0.01%
24,946
-1,059
1529
$620K ﹤0.01%
31,632
+7,260
1530
$616K ﹤0.01%
28,396
+2,125
1531
$616K ﹤0.01%
73,078
+31,449
1532
$615K ﹤0.01%
10,495
+1,915
1533
$611K ﹤0.01%
14,969
+7,562
1534
$610K ﹤0.01%
37,316
+4,324
1535
$610K ﹤0.01%
69,965
+23,874
1536
$607K ﹤0.01%
29,442
+6,608
1537
$607K ﹤0.01%
2,420
+838
1538
$603K ﹤0.01%
31,827
-1,286
1539
$601K ﹤0.01%
40,095
+18,770
1540
$600K ﹤0.01%
1,000
+72
1541
$599K ﹤0.01%
+6,498
1542
$597K ﹤0.01%
9,605
+1,311
1543
$596K ﹤0.01%
5,882
+518
1544
$596K ﹤0.01%
23,700
+3,397
1545
$593K ﹤0.01%
34,564
+4,309
1546
$593K ﹤0.01%
92,671
-1,910
1547
$593K ﹤0.01%
50,171
+11,963
1548
$592K ﹤0.01%
12,902
-1,773
1549
$591K ﹤0.01%
12,060
+547
1550
$589K ﹤0.01%
16,825
+589
60 61
62
63 64