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
1626
$528K ﹤0.01%
8,339
+3,305
1627
$528K ﹤0.01%
34,135
-2,020
1628
$527K ﹤0.01%
10,085
+18
1629
$526K ﹤0.01%
28,868
-2,612
1630
$526K ﹤0.01%
53,843
+43,383
1631
$525K ﹤0.01%
386
+38
1632
$525K ﹤0.01%
22,564
+347
1633
$524K ﹤0.01%
13,043
+423
1634
$524K ﹤0.01%
23,964
-1,873
1635
$522K ﹤0.01%
16,284
+10,382
1636
$521K ﹤0.01%
13,038
+1,212
1637
$521K ﹤0.01%
27,202
+3,961
1638
$520K ﹤0.01%
16,914
+774
1639
$519K ﹤0.01%
5,957
+2,697
1640
$518K ﹤0.01%
39,375
+5,949
1641
$518K ﹤0.01%
9,896
+4,943
1642
$517K ﹤0.01%
13,043
+2,309
1643
$517K ﹤0.01%
313
-71
1644
$515K ﹤0.01%
18,535
-4,292
1645
$514K ﹤0.01%
40,290
+24,134
1646
$513K ﹤0.01%
24,332
-6,156
1647
$512K ﹤0.01%
45,843
-5,687
1648
$512K ﹤0.01%
3,658
+156
1649
$510K ﹤0.01%
14,676
+1,223
1650
$508K ﹤0.01%
9,507
+1,476
64 65
66
67 68