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
1726
$424K ﹤0.01%
58,853
-1,698
1727
$423K ﹤0.01%
17,007
-1,923
1728
$423K ﹤0.01%
19,423
+4,421
1729
$422K ﹤0.01%
10,695
+1,393
1730
$420K ﹤0.01%
82,293
+10,841
1731
$419K ﹤0.01%
11,457
+169
1732
$417K ﹤0.01%
28,585
+7,198
1733
$417K ﹤0.01%
12,011
+1,677
1734
$415K ﹤0.01%
14,912
+4,256
1735
$414K ﹤0.01%
10,692
-2,506
1736
$413K ﹤0.01%
7,308
+450
1737
$413K ﹤0.01%
4,626
-47
1738
$413K ﹤0.01%
112,877
-6,150
1739
$412K ﹤0.01%
12,532
+900
1740
$412K ﹤0.01%
20,829
+350
1741
$410K ﹤0.01%
20,325
+1,399
1742
$410K ﹤0.01%
9,864
+4,694
1743
$409K ﹤0.01%
6,891
+579
1744
$407K ﹤0.01%
+24,344
1745
$407K ﹤0.01%
14,363
+418
1746
$406K ﹤0.01%
19,681
-470
1747
$403K ﹤0.01%
22,119
+3,321
1748
$402K ﹤0.01%
7,100
+51
1749
$402K ﹤0.01%
4,681
+1,214
1750
$402K ﹤0.01%
+34,526
68 69
70
71 72