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
1701
$446K ﹤0.01%
14,487
+1,086
1702
$446K ﹤0.01%
183,583
+65,242
1703
$445K ﹤0.01%
29,248
+2,868
1704
$445K ﹤0.01%
9,470
+865
1705
$444K ﹤0.01%
8,619
+3,398
1706
$443K ﹤0.01%
34,964
+4,482
1707
$443K ﹤0.01%
95,190
+52,978
1708
$442K ﹤0.01%
7,611
+576
1709
$442K ﹤0.01%
4,386
+1,874
1710
$442K ﹤0.01%
12,939
-65
1711
$442K ﹤0.01%
14,196
+1,431
1712
$441K ﹤0.01%
21,229
+3,927
1713
$438K ﹤0.01%
41,462
-8,959
1714
$436K ﹤0.01%
24,648
+815
1715
$436K ﹤0.01%
64,744
+12,815
1716
$435K ﹤0.01%
32,702
+1,671
1717
$434K ﹤0.01%
76,194
-24,757
1718
$431K ﹤0.01%
28,583
+4,420
1719
$430K ﹤0.01%
5,986
-3,231
1720
$430K ﹤0.01%
11,044
+1,907
1721
$430K ﹤0.01%
22,395
-6,881
1722
$429K ﹤0.01%
12,094
+2,039
1723
$428K ﹤0.01%
6,981
+126
1724
$428K ﹤0.01%
16,506
-455
1725
$425K ﹤0.01%
6,803
+1,403
67 68
69
70 71