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
2126
$177K ﹤0.01%
671
-15
2127
$176K ﹤0.01%
3,275
+452
2128
$175K ﹤0.01%
+15,708
2129
$174K ﹤0.01%
+848
2130
$174K ﹤0.01%
+12,291
2131
$172K ﹤0.01%
+14,157
2132
$171K ﹤0.01%
+12,506
2133
$171K ﹤0.01%
33,000
2134
$165K ﹤0.01%
7,369
+477
2135
$164K ﹤0.01%
+10,964
2136
$163K ﹤0.01%
13,343
+1,128
2137
$162K ﹤0.01%
+14,921
2138
$161K ﹤0.01%
8,281
-579
2139
$160K ﹤0.01%
19,343
-1,590
2140
$158K ﹤0.01%
18,875
-1,397
2141
$157K ﹤0.01%
35,442
+2,455
2142
$156K ﹤0.01%
12,186
+669
2143
$156K ﹤0.01%
19,101
+510
2144
$155K ﹤0.01%
15,007
-4,663
2145
$151K ﹤0.01%
19,806
-3,447
2146
$145K ﹤0.01%
14,841
-1,147
2147
$143K ﹤0.01%
14,850
+512
2148
$142K ﹤0.01%
22,656
+8,058
2149
$141K ﹤0.01%
13,986
+1,663
2150
$137K ﹤0.01%
17,550
+1,294
84 85
86
87 88