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
$7.4B
AUM Growth
+$513M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,816
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.2M
3
+$10.5M
4
PG icon
Procter & Gamble
PG
+$9.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$9.36M

Top Sells

1
+$16.5M
2
+$4.19M
3
+$3.12M
4
AGN
Allergan Inc
AGN
+$3.11M
5
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
+$2.28M

Sector Composition

1 Financials 17.02%
2 Technology 14.27%
3 Healthcare 14.03%
4 Energy 8.9%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.08M 0.11%
477,340
+17,936
227
$8.05M 0.11%
428,770
+25,945
228
$8.03M 0.11%
117,453
+2,448
229
$7.93M 0.11%
+2,197,070
230
$7.92M 0.11%
752,790
+81,314
231
$7.92M 0.11%
201,644
+8,210
232
$7.84M 0.11%
130,948
+6,468
233
$7.78M 0.11%
119,503
+11,171
234
$7.73M 0.1%
70,364
+9,477
235
$7.7M 0.1%
544,749
+16,866
236
$7.69M 0.1%
81,965
+8,703
237
$7.69M 0.1%
299,344
+37,174
238
$7.68M 0.1%
143,549
+784
239
$7.67M 0.1%
198,473
+19,457
240
$7.67M 0.1%
131,797
+6,661
241
$7.64M 0.1%
111,003
+6,130
242
$7.64M 0.1%
314,124
+5,404
243
$7.63M 0.1%
97,253
+961
244
$7.59M 0.1%
148,462
+9,627
245
$7.55M 0.1%
92,048
-9,241
246
$7.53M 0.1%
85,833
+2,683
247
$7.51M 0.1%
888,183
+91,641
248
$7.5M 0.1%
476,482
+15,203
249
$7.5M 0.1%
64,353
+25,572
250
$7.49M 0.1%
197,224
+8,013
8 9
10
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