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
1751
$401K ﹤0.01%
12,682
-723
1752
$400K ﹤0.01%
12,547
+2,208
1753
$400K ﹤0.01%
16,263
+560
1754
$399K ﹤0.01%
20,973
+180
1755
$399K ﹤0.01%
10,467
+391
1756
$398K ﹤0.01%
24,078
+698
1757
$397K ﹤0.01%
5,990
+2,040
1758
$395K ﹤0.01%
11,644
+589
1759
$395K ﹤0.01%
7,625
-750
1760
$395K ﹤0.01%
163,805
+4,332
1761
$394K ﹤0.01%
9,667
-123
1762
$394K ﹤0.01%
13,192
+1,621
1763
$392K ﹤0.01%
26,211
+6,382
1764
$392K ﹤0.01%
+15,457
1765
$391K ﹤0.01%
8,430
+266
1766
$390K ﹤0.01%
20,423
+4,248
1767
$389K ﹤0.01%
34,028
+7,419
1768
$388K ﹤0.01%
15,478
+5,469
1769
$387K ﹤0.01%
10,902
-70
1770
$387K ﹤0.01%
9,594
+1,251
1771
$387K ﹤0.01%
25,156
+5,954
1772
$386K ﹤0.01%
7,310
+527
1773
$384K ﹤0.01%
5,344
+389
1774
$383K ﹤0.01%
6,727
+83
1775
$383K ﹤0.01%
13,634
-1,568
69 70
71
72 73