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
1876
$310K ﹤0.01%
52
+11
1877
$308K ﹤0.01%
4,757
+361
1878
$308K ﹤0.01%
19,606
+4,453
1879
$308K ﹤0.01%
28,242
+6,978
1880
$308K ﹤0.01%
10,722
+715
1881
$308K ﹤0.01%
12,160
-799
1882
$307K ﹤0.01%
7,566
+1,336
1883
$307K ﹤0.01%
18,151
+1,562
1884
$306K ﹤0.01%
5,059
-148
1885
$306K ﹤0.01%
11,977
+1,120
1886
$305K ﹤0.01%
6,320
+1,624
1887
$303K ﹤0.01%
30,310
+16,463
1888
$301K ﹤0.01%
5,392
+645
1889
$301K ﹤0.01%
19,005
+4,329
1890
$301K ﹤0.01%
11,371
+1,818
1891
$300K ﹤0.01%
36,229
+1,674
1892
$300K ﹤0.01%
6,626
+707
1893
$299K ﹤0.01%
14,883
+2,247
1894
$298K ﹤0.01%
22,793
+2,101
1895
$298K ﹤0.01%
16,105
+1,618
1896
$297K ﹤0.01%
17,428
-58
1897
$297K ﹤0.01%
6,993
+373
1898
$297K ﹤0.01%
13,547
-1,222
1899
$297K ﹤0.01%
7,473
+1,122
1900
$296K ﹤0.01%
9,295
-1,105
74 75
76
77 78