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
1651
$508K ﹤0.01%
30,724
+14,002
1652
$507K ﹤0.01%
5,353
+861
1653
$506K ﹤0.01%
13,794
+1,048
1654
$506K ﹤0.01%
18,443
+8,776
1655
$505K ﹤0.01%
20,352
+9,809
1656
$505K ﹤0.01%
9,701
+781
1657
$504K ﹤0.01%
10,776
+2,264
1658
$504K ﹤0.01%
23,123
-130
1659
$503K ﹤0.01%
123,581
+56,584
1660
$503K ﹤0.01%
26,573
+4,264
1661
$502K ﹤0.01%
22,132
-2,257
1662
$501K ﹤0.01%
67,684
+16,151
1663
$500K ﹤0.01%
11,602
+907
1664
$500K ﹤0.01%
13,670
-3,460
1665
$499K ﹤0.01%
39,039
+11,090
1666
$497K ﹤0.01%
+23,711
1667
$495K ﹤0.01%
17,752
-3,199
1668
$495K ﹤0.01%
10,586
+3,068
1669
$495K ﹤0.01%
+11,880
1670
$494K ﹤0.01%
7,691
+860
1671
$493K ﹤0.01%
12,077
+682
1672
$490K ﹤0.01%
11,843
+317
1673
$489K ﹤0.01%
11,104
+1,109
1674
$486K ﹤0.01%
47,876
+1,805
1675
$485K ﹤0.01%
18,863
+1,447
65 66
67
68 69