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
2151
$136K ﹤0.01%
13,353
+3,212
2152
$136K ﹤0.01%
13,923
-410
2153
$135K ﹤0.01%
10,995
-7,775
2154
$134K ﹤0.01%
+12,902
2155
$134K ﹤0.01%
15,141
-8,521
2156
$133K ﹤0.01%
26,489
+14,403
2157
$133K ﹤0.01%
20,387
+433
2158
$131K ﹤0.01%
17,464
-7,729
2159
$130K ﹤0.01%
3,023
-832
2160
$128K ﹤0.01%
120
+1
2161
$128K ﹤0.01%
19,140
-8,751
2162
$126K ﹤0.01%
14,942
-355
2163
$125K ﹤0.01%
+13,742
2164
$124K ﹤0.01%
12,729
+17
2165
$124K ﹤0.01%
+21,648
2166
$123K ﹤0.01%
+15,283
2167
$120K ﹤0.01%
6,248
+1,139
2168
$119K ﹤0.01%
16,797
+5,221
2169
$116K ﹤0.01%
8,766
+1,949
2170
$115K ﹤0.01%
+12,877
2171
$111K ﹤0.01%
1,442
+63
2172
$108K ﹤0.01%
+12,291
2173
$108K ﹤0.01%
10,101
-294
2174
$107K ﹤0.01%
13,774
-536
2175
$103K ﹤0.01%
+11,278
85 86
87
88 89