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
1976
$256K ﹤0.01%
5,034
+487
1977
$256K ﹤0.01%
4,273
-1
1978
$256K ﹤0.01%
34,781
-41
1979
$256K ﹤0.01%
108
+3
1980
$256K ﹤0.01%
+2,793
1981
$255K ﹤0.01%
2,920
+304
1982
$255K ﹤0.01%
14,312
-671
1983
$255K ﹤0.01%
12,109
+614
1984
$254K ﹤0.01%
+3,621
1985
$254K ﹤0.01%
+5,588
1986
$254K ﹤0.01%
6,433
-227
1987
$254K ﹤0.01%
+15,231
1988
$253K ﹤0.01%
7,553
-1,011
1989
$252K ﹤0.01%
+7,131
1990
$252K ﹤0.01%
13,900
-228
1991
$251K ﹤0.01%
+15,035
1992
$250K ﹤0.01%
+4,458
1993
$249K ﹤0.01%
16,243
+1,561
1994
$249K ﹤0.01%
+5,390
1995
$249K ﹤0.01%
5,847
+209
1996
$249K ﹤0.01%
15,776
+1,683
1997
$249K ﹤0.01%
13,795
+2,399
1998
$249K ﹤0.01%
24,887
1999
$249K ﹤0.01%
115,700
+56,266
2000
$249K ﹤0.01%
+10,495
78 79
80
81 82