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
2076
$212K ﹤0.01%
22,646
+1,936
2077
$211K ﹤0.01%
+3,771
2078
$210K ﹤0.01%
+11,959
2079
$209K ﹤0.01%
5,988
+123
2080
$209K ﹤0.01%
+4,208
2081
$209K ﹤0.01%
+7,948
2082
$208K ﹤0.01%
+9,105
2083
$206K ﹤0.01%
+4,002
2084
$206K ﹤0.01%
+5,731
2085
$206K ﹤0.01%
+8,821
2086
$206K ﹤0.01%
24,651
+6,044
2087
$205K ﹤0.01%
+9,332
2088
$205K ﹤0.01%
+9,859
2089
$205K ﹤0.01%
+5,144
2090
$205K ﹤0.01%
+1,845
2091
$204K ﹤0.01%
+8,166
2092
$204K ﹤0.01%
+5,311
2093
$204K ﹤0.01%
+8,127
2094
$204K ﹤0.01%
8,133
-1,412
2095
$203K ﹤0.01%
4,727
-50
2096
$203K ﹤0.01%
82,410
+680
2097
$203K ﹤0.01%
20,746
-5,362
2098
$202K ﹤0.01%
20,627
-417
2099
$202K ﹤0.01%
11,615
-127
2100
$202K ﹤0.01%
+3,040
82 83
84
85 86