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
1601
$550K ﹤0.01%
14,877
+3,184
1602
$548K ﹤0.01%
2,758
+279
1603
$548K ﹤0.01%
10,468
+764
1604
$544K ﹤0.01%
14,347
+1,130
1605
$542K ﹤0.01%
64,545
-1,900
1606
$541K ﹤0.01%
5,217
+1,615
1607
$541K ﹤0.01%
6,923
+924
1608
$540K ﹤0.01%
5,946
+301
1609
$539K ﹤0.01%
17,114
+3,818
1610
$539K ﹤0.01%
10,302
+284
1611
$538K ﹤0.01%
52,733
+313
1612
$538K ﹤0.01%
20,372
+11,682
1613
$537K ﹤0.01%
24,139
+6,514
1614
$535K ﹤0.01%
17,528
+753
1615
$534K ﹤0.01%
22,137
+2,303
1616
$534K ﹤0.01%
216,136
-128,935
1617
$532K ﹤0.01%
8,238
+936
1618
$531K ﹤0.01%
12,327
+4,441
1619
$531K ﹤0.01%
17,143
-2,921
1620
$531K ﹤0.01%
20,054
+14,159
1621
$530K ﹤0.01%
71,884
-64,189
1622
$530K ﹤0.01%
8,979
+3,128
1623
$530K ﹤0.01%
36,942
-8,905
1624
$529K ﹤0.01%
13,026
+557
1625
$529K ﹤0.01%
12,220
+321
63 64
65
66 67