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
1826
$343K ﹤0.01%
11,546
+1,827
1827
$342K ﹤0.01%
28,539
-2,757
1828
$341K ﹤0.01%
10,502
-114
1829
$340K ﹤0.01%
29,861
+5,049
1830
$340K ﹤0.01%
1,871
+350
1831
$340K ﹤0.01%
7,114
+531
1832
$340K ﹤0.01%
17,221
+3,859
1833
$338K ﹤0.01%
12,532
+6,048
1834
$338K ﹤0.01%
30,473
+6,556
1835
$337K ﹤0.01%
6,068
+560
1836
$337K ﹤0.01%
19,793
-1,214
1837
$337K ﹤0.01%
10,900
+1,030
1838
$336K ﹤0.01%
8,708
+884
1839
$336K ﹤0.01%
11,135
+380
1840
$335K ﹤0.01%
18,066
+1,320
1841
$335K ﹤0.01%
5,447
+204
1842
$333K ﹤0.01%
12,656
+588
1843
$333K ﹤0.01%
5,680
+1,362
1844
$332K ﹤0.01%
9,144
+3,140
1845
$330K ﹤0.01%
28,287
-3,614
1846
$328K ﹤0.01%
11,621
+2,271
1847
$328K ﹤0.01%
14,666
+245
1848
$328K ﹤0.01%
82,015
-770
1849
$328K ﹤0.01%
5,515
+1,117
1850
$327K ﹤0.01%
15,048
-3,167
72 73
74
75 76