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
2176
$103K ﹤0.01%
+995
2177
$100K ﹤0.01%
10,862
+22
2178
$99K ﹤0.01%
+21,180
2179
$99K ﹤0.01%
+10,579
2180
$98K ﹤0.01%
14,737
-19,289
2181
$95K ﹤0.01%
+14,900
2182
$94K ﹤0.01%
+1,510
2183
$94K ﹤0.01%
12,256
+1,251
2184
$94K ﹤0.01%
3,586
-48
2185
$93K ﹤0.01%
12,844
+472
2186
$90K ﹤0.01%
11,737
-8,181
2187
$82K ﹤0.01%
19,879
+9,667
2188
$81K ﹤0.01%
10,450
-6,279
2189
$75K ﹤0.01%
+10,489
2190
$75K ﹤0.01%
10,563
-991
2191
$73K ﹤0.01%
20,630
-1,851
2192
$69K ﹤0.01%
982
+117
2193
$65K ﹤0.01%
+10,239
2194
$59K ﹤0.01%
2,892
+154
2195
$58K ﹤0.01%
13,054
+1,244
2196
$57K ﹤0.01%
1,445
-2,254
2197
$57K ﹤0.01%
2,694
-119
2198
$52K ﹤0.01%
21,724
2199
$44K ﹤0.01%
+18,186
2200
$41K ﹤0.01%
26,396
86 87
88
89 90