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
1951
$267K ﹤0.01%
6,082
-330
1952
$267K ﹤0.01%
3,095
+1,224
1953
$266K ﹤0.01%
6,803
+860
1954
$264K ﹤0.01%
20,651
+398
1955
$264K ﹤0.01%
14,448
+930
1956
$264K ﹤0.01%
8,801
-47
1957
$263K ﹤0.01%
9,504
-975
1958
$263K ﹤0.01%
10,018
-8,468
1959
$262K ﹤0.01%
9,702
+686
1960
$262K ﹤0.01%
+5,169
1961
$262K ﹤0.01%
+4,620
1962
$261K ﹤0.01%
7,022
-3,036
1963
$261K ﹤0.01%
+6,789
1964
$260K ﹤0.01%
11,542
+2,541
1965
$260K ﹤0.01%
3,404
+1,018
1966
$260K ﹤0.01%
+3,030
1967
$259K ﹤0.01%
+6,309
1968
$259K ﹤0.01%
+15,745
1969
$259K ﹤0.01%
4,914
+219
1970
$259K ﹤0.01%
21,790
+9,977
1971
$259K ﹤0.01%
4,996
+672
1972
$258K ﹤0.01%
+9,921
1973
$258K ﹤0.01%
20,581
+1,268
1974
$257K ﹤0.01%
7,200
+101
1975
$257K ﹤0.01%
+9,479
77 78
79
80 81