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
1551
$588K ﹤0.01%
8,239
+189
1552
$588K ﹤0.01%
13,454
+1,371
1553
$588K ﹤0.01%
16,042
-613
1554
$587K ﹤0.01%
14,832
+155
1555
$587K ﹤0.01%
37,581
+13,166
1556
$586K ﹤0.01%
15,108
+1,557
1557
$585K ﹤0.01%
5,514
+2,618
1558
$584K ﹤0.01%
15,693
-1,038
1559
$583K ﹤0.01%
13,329
+4,111
1560
$581K ﹤0.01%
4,400
+1,120
1561
$580K ﹤0.01%
35,117
+13,218
1562
$579K ﹤0.01%
17,641
+925
1563
$578K ﹤0.01%
17,908
+3,814
1564
$577K ﹤0.01%
7,709
+233
1565
$577K ﹤0.01%
35,317
+5,635
1566
$576K ﹤0.01%
12,877
+1,277
1567
$575K ﹤0.01%
15,048
-1,098
1568
$575K ﹤0.01%
20,540
+6,671
1569
$574K ﹤0.01%
19,688
+1,234
1570
$573K ﹤0.01%
9,609
+365
1571
$572K ﹤0.01%
51,776
+5,885
1572
$572K ﹤0.01%
30,361
+2,446
1573
$571K ﹤0.01%
26,820
+9,180
1574
$571K ﹤0.01%
13,088
+1,714
1575
$571K ﹤0.01%
44,235
+24,848
61 62
63
64 65