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
2001
$248K ﹤0.01%
7,264
+119
2002
$248K ﹤0.01%
3,144
+393
2003
$248K ﹤0.01%
12,793
-567
2004
$248K ﹤0.01%
8,096
-152
2005
$247K ﹤0.01%
8,235
-605
2006
$247K ﹤0.01%
1,175
+225
2007
$246K ﹤0.01%
6,593
+45
2008
$246K ﹤0.01%
+1,923
2009
$246K ﹤0.01%
6,583
+429
2010
$244K ﹤0.01%
5,104
+709
2011
$244K ﹤0.01%
5,990
-525
2012
$244K ﹤0.01%
48,366
-1,763
2013
$243K ﹤0.01%
119,061
+7,166
2014
$243K ﹤0.01%
+14,688
2015
$242K ﹤0.01%
+12,483
2016
$241K ﹤0.01%
+8,898
2017
$241K ﹤0.01%
+10,484
2018
$241K ﹤0.01%
48,723
+12,733
2019
$240K ﹤0.01%
+4,693
2020
$239K ﹤0.01%
+8,332
2021
$239K ﹤0.01%
3,851
+299
2022
$239K ﹤0.01%
2,636
+219
2023
$238K ﹤0.01%
29,536
-5,719
2024
$238K ﹤0.01%
25,491
+3,981
2025
$237K ﹤0.01%
13,370
+551
79 80
81
82 83