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
1676
$483K ﹤0.01%
8,797
+487
1677
$482K ﹤0.01%
9,799
+672
1678
$482K ﹤0.01%
80,195
+21,383
1679
$480K ﹤0.01%
1,889
+273
1680
$480K ﹤0.01%
50,995
+7,455
1681
$477K ﹤0.01%
7,279
+814
1682
$477K ﹤0.01%
5,093
+83
1683
$476K ﹤0.01%
18,229
+27
1684
$472K ﹤0.01%
11,412
-49
1685
$471K ﹤0.01%
6,094
+1,512
1686
$471K ﹤0.01%
11,491
+4,499
1687
$471K ﹤0.01%
6,932
+549
1688
$467K ﹤0.01%
25,054
+521
1689
$466K ﹤0.01%
82,579
+15,334
1690
$465K ﹤0.01%
57,248
+1,285
1691
$465K ﹤0.01%
4,946
+218
1692
$463K ﹤0.01%
26,012
+15,639
1693
$463K ﹤0.01%
6,882
+1,795
1694
$461K ﹤0.01%
49,284
+7,140
1695
$460K ﹤0.01%
8,629
+1,479
1696
$459K ﹤0.01%
39,133
+4,006
1697
$456K ﹤0.01%
24,658
+1,426
1698
$455K ﹤0.01%
29,354
+2,703
1699
$452K ﹤0.01%
116,674
-62,673
1700
$448K ﹤0.01%
30,468
+3,335
66 67
68
69 70