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
$8.93B
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,052
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16M
3
+$14.2M
4
AGN
Allergan plc
AGN
+$14.2M
5
SBUX icon
Starbucks
SBUX
+$12.9M

Top Sells

1
+$20.2M
2
+$13.3M
3
+$5.99M
4
VE
VEOLIA ENVIRONNEMENT
VE
+$4.35M
5
SAN icon
Banco Santander
SAN
+$3.28M

Sector Composition

1 Financials 17.05%
2 Healthcare 15.22%
3 Technology 14.48%
4 Industrials 8.71%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.06M 0.09%
192,639
+12,416
277
$7.99M 0.09%
218,705
+21,230
278
$7.99M 0.09%
70,014
+1,249
279
$7.99M 0.09%
155,639
-781
280
$7.98M 0.09%
201,076
+8,072
281
$7.94M 0.09%
112,024
+13,725
282
$7.9M 0.09%
629,321
+125,352
283
$7.9M 0.09%
547,740
+15,750
284
$7.89M 0.09%
2,222,838
+463,170
285
$7.89M 0.09%
125,719
+16,421
286
$7.79M 0.09%
135,531
+10,216
287
$7.78M 0.09%
228,639
+19,097
288
$7.78M 0.09%
661,003
-114,253
289
$7.78M 0.09%
448,284
+13,763
290
$7.78M 0.09%
158,704
+11,734
291
$7.73M 0.09%
163,034
+15,012
292
$7.71M 0.09%
95,976
+7,004
293
$7.69M 0.09%
171,126
+22,840
294
$7.67M 0.09%
80,926
+5,700
295
$7.61M 0.09%
666,730
+42,080
296
$7.61M 0.09%
180,770
+1,566
297
$7.56M 0.08%
73,138
+6,908
298
$7.55M 0.08%
65,231
+1,002
299
$7.54M 0.08%
287,959
+16,802
300
$7.51M 0.08%
524,577
+18,404
10 11
12
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