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
251
$7.43M 0.1%
155,094
+10,298
252
$7.41M 0.1%
189,259
+58,612
253
$7.33M 0.1%
163,603
-1,489
254
$7.32M 0.1%
281,356
+14,080
255
$7.3M 0.1%
221,894
+78,089
256
$7.26M 0.1%
211,971
+22,511
257
$7.26M 0.1%
114,559
+6,839
258
$7.25M 0.1%
58,839
-418
259
$7.16M 0.1%
140,343
+6,262
260
$7.14M 0.1%
90,663
+3,880
261
$7.14M 0.1%
211,431
+14,420
262
$7.1M 0.1%
134,828
+16,904
263
$7.1M 0.1%
42,820
+2,173
264
$7.05M 0.1%
74,796
+6,748
265
$6.97M 0.09%
64,117
+6,426
266
$6.97M 0.09%
133,113
+5,671
267
$6.96M 0.09%
505,670
-49,801
268
$6.93M 0.09%
148,585
+12,658
269
$6.89M 0.09%
428,105
+23,463
270
$6.85M 0.09%
247,682
-51,693
271
$6.78M 0.09%
149,951
+11,731
272
$6.75M 0.09%
216,755
+77,987
273
$6.73M 0.09%
83,327
+4,063
274
$6.68M 0.09%
138,324
+678
275
$6.62M 0.09%
383,068
+48,013
9 10
11
12 13