AG
Aperio Group Portfolio holdings
AUM
$33.8B
This Quarter Return
+3.72%
1 Year Return
+31.39%
3 Year Return
+70.33%
5 Year Return
+145.91%
10 Year Return
–
AUM
$16.3B
AUM Growth
+$16.3B
(+12%)
Cap. Flow
+$1.28B
Cap. Flow
% of AUM
7.81%
Top 10 Holdings %
Top 10 Hldgs %
12.77%
Holding
2,270
New
128
Increased
1,645
Reduced
427
Closed
60
Top Buys
| 1 |
Apple
AAPL
|
$33M |
| 2 |
Intel
INTC
|
$27.2M |
| 3 |
AABA
Altaba Inc. Common Stock
AABA
|
$22.8M |
| 4 |
Microsoft
MSFT
|
$21.1M |
| 5 |
ESRX
Express Scripts Holding Company
ESRX
|
$19.4M |
Top Sells
| 1 |
Xerox
XRX
|
$34.8M |
| 2 |
IBM
IBM
|
$30.2M |
| 3 |
YHOO
Yahoo Inc
YHOO
|
$18.5M |
| 4 |
AT&T
T
|
$9.14M |
| 5 |
Verizon
VZ
|
$8.55M |
Sector Composition
| 1 | Financials | 17.74% |
| 2 | Technology | 15.65% |
| 3 | Healthcare | 13.55% |
| 4 | Industrials | 9.38% |
| 5 | Consumer Discretionary | 9.3% |