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
2101
$202K ﹤0.01%
+12,033
2102
$202K ﹤0.01%
16,407
-220
2103
$201K ﹤0.01%
11,571
-14,468
2104
$200K ﹤0.01%
+641
2105
$200K ﹤0.01%
14,818
-10,043
2106
$200K ﹤0.01%
+875
2107
$193K ﹤0.01%
+13,741
2108
$193K ﹤0.01%
+17,383
2109
$191K ﹤0.01%
20,220
-2,147
2110
$190K ﹤0.01%
10,025
-218
2111
$188K ﹤0.01%
14,077
-3,824
2112
$186K ﹤0.01%
11,313
-213
2113
$186K ﹤0.01%
10,919
+617
2114
$186K ﹤0.01%
18,479
-492
2115
$186K ﹤0.01%
+17,102
2116
$185K ﹤0.01%
+12,173
2117
$182K ﹤0.01%
11,772
-1,788
2118
$181K ﹤0.01%
109,705
+26,360
2119
$181K ﹤0.01%
1,381
+347
2120
$180K ﹤0.01%
33,272
+12,396
2121
$180K ﹤0.01%
+10,345
2122
$179K ﹤0.01%
+11,395
2123
$178K ﹤0.01%
1,316
+589
2124
$178K ﹤0.01%
20,686
+2,916
2125
$177K ﹤0.01%
+11,599
83 84
85
86 87