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
1851
$327K ﹤0.01%
+15,220
1852
$326K ﹤0.01%
15,845
+4,153
1853
$326K ﹤0.01%
116,833
+87,042
1854
$326K ﹤0.01%
11,619
-43
1855
$323K ﹤0.01%
4,723
-953
1856
$323K ﹤0.01%
9,599
+126
1857
$322K ﹤0.01%
+14,888
1858
$322K ﹤0.01%
10,058
-1,503
1859
$321K ﹤0.01%
24,954
-2,259
1860
$321K ﹤0.01%
15,725
+2,716
1861
$321K ﹤0.01%
7,315
-4
1862
$321K ﹤0.01%
6,057
+389
1863
$320K ﹤0.01%
1,243
+17
1864
$320K ﹤0.01%
48,756
-13,776
1865
$319K ﹤0.01%
7,642
-260
1866
$317K ﹤0.01%
28,810
+5,026
1867
$316K ﹤0.01%
14,499
-585
1868
$315K ﹤0.01%
26,741
+1,298
1869
$314K ﹤0.01%
9,557
-126
1870
$314K ﹤0.01%
4,701
+217
1871
$313K ﹤0.01%
12,129
+534
1872
$313K ﹤0.01%
20,782
+671
1873
$312K ﹤0.01%
+8,443
1874
$312K ﹤0.01%
3,591
+594
1875
$311K ﹤0.01%
+2,485
73 74
75
76 77