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
1901
$295K ﹤0.01%
10,717
-967
1902
$295K ﹤0.01%
18,460
-7,135
1903
$295K ﹤0.01%
7,762
+5
1904
$294K ﹤0.01%
5,487
+455
1905
$294K ﹤0.01%
6,213
-384
1906
$294K ﹤0.01%
7,375
-347
1907
$294K ﹤0.01%
3,611
+905
1908
$294K ﹤0.01%
12,840
-42
1909
$293K ﹤0.01%
37,150
-4,309
1910
$293K ﹤0.01%
+15,839
1911
$293K ﹤0.01%
12,143
+706
1912
$293K ﹤0.01%
19,793
+5,526
1913
$292K ﹤0.01%
7,423
-1,801
1914
$292K ﹤0.01%
14,300
+1,652
1915
$292K ﹤0.01%
+10,003
1916
$292K ﹤0.01%
4,761
+718
1917
$291K ﹤0.01%
13,926
+4,288
1918
$291K ﹤0.01%
4,861
-218
1919
$290K ﹤0.01%
+6,401
1920
$290K ﹤0.01%
17,115
-289
1921
$289K ﹤0.01%
9,836
+60
1922
$288K ﹤0.01%
8,180
-3,490
1923
$288K ﹤0.01%
13,594
+453
1924
$288K ﹤0.01%
5,464
-1,170
1925
$288K ﹤0.01%
50,607
+10,761
75 76
77
78 79