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
1776
$381K ﹤0.01%
44,435
+2,482
1777
$381K ﹤0.01%
17,570
+1,545
1778
$380K ﹤0.01%
16,570
-1,531
1779
$380K ﹤0.01%
19,457
+6,425
1780
$378K ﹤0.01%
+40,368
1781
$377K ﹤0.01%
15,570
+4,442
1782
$376K ﹤0.01%
16,430
+580
1783
$375K ﹤0.01%
7,260
+322
1784
$374K ﹤0.01%
20,017
+2,488
1785
$374K ﹤0.01%
10,098
+551
1786
$373K ﹤0.01%
12,258
+464
1787
$373K ﹤0.01%
3,663
+337
1788
$372K ﹤0.01%
11,307
-140
1789
$370K ﹤0.01%
28,823
+14,353
1790
$370K ﹤0.01%
28,946
+6,976
1791
$370K ﹤0.01%
+19,954
1792
$368K ﹤0.01%
9,168
+99
1793
$368K ﹤0.01%
+15,309
1794
$368K ﹤0.01%
5,369
+269
1795
$368K ﹤0.01%
11,406
+1,283
1796
$368K ﹤0.01%
13,898
-2,136
1797
$367K ﹤0.01%
33,148
-4,636
1798
$366K ﹤0.01%
16,001
+565
1799
$364K ﹤0.01%
14,491
1800
$364K ﹤0.01%
18,319
+1,009
70 71
72
73 74