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
1801
$364K ﹤0.01%
7,042
+84
1802
$362K ﹤0.01%
12,127
+3,964
1803
$361K ﹤0.01%
2,887
+116
1804
$361K ﹤0.01%
3,602
+586
1805
$361K ﹤0.01%
17,926
+893
1806
$360K ﹤0.01%
10,774
-421
1807
$359K ﹤0.01%
9,952
-154
1808
$358K ﹤0.01%
18,057
-1,454
1809
$357K ﹤0.01%
25,984
+6,188
1810
$357K ﹤0.01%
16,658
+795
1811
$356K ﹤0.01%
9,972
+838
1812
$355K ﹤0.01%
10,579
-174
1813
$354K ﹤0.01%
146,258
+40,588
1814
$354K ﹤0.01%
10,644
+1,264
1815
$350K ﹤0.01%
20,964
+2,084
1816
$350K ﹤0.01%
8,587
+503
1817
$348K ﹤0.01%
109,493
+2,992
1818
$348K ﹤0.01%
10,007
+1,398
1819
$346K ﹤0.01%
8,205
+2,381
1820
$345K ﹤0.01%
16,700
+3,140
1821
$345K ﹤0.01%
5,454
-2,166
1822
$345K ﹤0.01%
225,700
-9,120
1823
$345K ﹤0.01%
6,399
-2,030
1824
$344K ﹤0.01%
2,927
+1,113
1825
$343K ﹤0.01%
3,594
+216
71 72
73
74 75