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
176
$22.5M 0.14%
707,946
+42,729
177
$22.4M 0.14%
138,206
+8,311
178
$22.4M 0.14%
291,829
+30,395
179
$22.3M 0.14%
246,509
+32,578
180
$22.3M 0.14%
190,278
+5,781
181
$22.2M 0.14%
426,266
-52,197
182
$22.1M 0.14%
857,954
+65,175
183
$22M 0.13%
165,605
+16,701
184
$21.8M 0.13%
725,786
+107,466
185
$21.6M 0.13%
172,650
+18,139
186
$21.5M 0.13%
398,126
+55,316
187
$21.4M 0.13%
496,973
+44,856
188
$21.2M 0.13%
314,221
+23,212
189
$21.1M 0.13%
419,698
+25,873
190
$21M 0.13%
507,868
+56,742
191
$20.9M 0.13%
191,914
+5,590
192
$20.8M 0.13%
232,220
+24,347
193
$20.8M 0.13%
313,638
+32,354
194
$20.8M 0.13%
834,910
+38,467
195
$20.8M 0.13%
491,229
+34,631
196
$20.6M 0.13%
155,301
+20,164
197
$20.5M 0.13%
221,160
+15,270
198
$20.4M 0.12%
125,633
+10,253
199
$20M 0.12%
466,008
-3,198
200
$19.7M 0.12%
642,600
+77,412
6 7
8
9 10