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
351
$6.16M 0.07%
188,886
+30,709
352
$6.15M 0.07%
26,071
-549
353
$6.12M 0.07%
135,809
-1,474
354
$6.06M 0.07%
82,680
+10,695
355
$6.05M 0.07%
77,661
+4,343
356
$5.95M 0.07%
191,507
-18,691
357
$5.93M 0.07%
118,708
-12,569
358
$5.91M 0.07%
56,948
+5,871
359
$5.86M 0.07%
86,360
+14,499
360
$5.85M 0.07%
550,203
+13,863
361
$5.85M 0.07%
134,996
+4,168
362
$5.84M 0.07%
73,262
+22,946
363
$5.82M 0.07%
124,825
+5,190
364
$5.8M 0.07%
57,479
-368
365
$5.77M 0.06%
306,059
+25,562
366
$5.76M 0.06%
419,554
+184,773
367
$5.75M 0.06%
266,170
+5,338
368
$5.74M 0.06%
438,800
+14,124
369
$5.72M 0.06%
108,648
+5,476
370
$5.7M 0.06%
34,886
+7,338
371
$5.69M 0.06%
95,910
+5,718
372
$5.68M 0.06%
136,607
+63,437
373
$5.66M 0.06%
106,350
+4,620
374
$5.65M 0.06%
51,212
+3,511
375
$5.65M 0.06%
72,021
+3,859
13 14
15
16 17