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
1576
$571K ﹤0.01%
6,676
+531
1577
$569K ﹤0.01%
50,848
+8,278
1578
$569K ﹤0.01%
48,872
+1,250
1579
$568K ﹤0.01%
8,315
+415
1580
$568K ﹤0.01%
19,521
+993
1581
$567K ﹤0.01%
30,382
+835
1582
$567K ﹤0.01%
7,675
+575
1583
$566K ﹤0.01%
32,176
+3,211
1584
$565K ﹤0.01%
9,003
+1,472
1585
$565K ﹤0.01%
31,013
-1,381
1586
$564K ﹤0.01%
1,513
-4
1587
$564K ﹤0.01%
11,430
-447
1588
$562K ﹤0.01%
44,826
+22,432
1589
$562K ﹤0.01%
14,682
+3,559
1590
$561K ﹤0.01%
15,004
+869
1591
$560K ﹤0.01%
34,854
-123
1592
$560K ﹤0.01%
58,074
+5,518
1593
$559K ﹤0.01%
23,968
+1,047
1594
$558K ﹤0.01%
19,362
+1,699
1595
$556K ﹤0.01%
18,373
+8,736
1596
$555K ﹤0.01%
15,511
+1,488
1597
$555K ﹤0.01%
+15,786
1598
$553K ﹤0.01%
16,301
-639
1599
$552K ﹤0.01%
39,587
+3,162
1600
$551K ﹤0.01%
20,199
+2,262
62 63
64
65 66