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
201
$19.7M 0.12%
238,382
-2,175
202
$19.7M 0.12%
196,439
+11,569
203
$19.6M 0.12%
188,658
+20,394
204
$19.6M 0.12%
401,216
+37,336
205
$19.4M 0.12%
193,512
+22,058
206
$19.4M 0.12%
346,726
-122,547
207
$19.3M 0.12%
285,524
+19,623
208
$19.2M 0.12%
159,841
+14,576
209
$19.1M 0.12%
154,562
+13,499
210
$19.1M 0.12%
130,714
+16,713
211
$19.1M 0.12%
299,398
-5,276
212
$18.7M 0.11%
145,660
+7,486
213
$18.5M 0.11%
420,919
+22,016
214
$18.4M 0.11%
138,213
+14,727
215
$18.3M 0.11%
127,761
+12,641
216
$18.2M 0.11%
665,730
-17,567
217
$17.8M 0.11%
629,188
-17,498
218
$17.8M 0.11%
302,960
+49,028
219
$17.5M 0.11%
200,803
+14,456
220
$17.5M 0.11%
281,360
+21,087
221
$17.5M 0.11%
1,004,070
+119,720
222
$17.4M 0.11%
222,665
+28,075
223
$17.3M 0.11%
386,536
+49,785
224
$17.1M 0.1%
104,108
-4,307
225
$17.1M 0.1%
1,328,510
-289,819
7 8
9
10 11