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
401
$5.18M 0.06%
54,289
+5,929
402
$5.09M 0.06%
103,279
+1,024
403
$5.03M 0.06%
52,100
+4,442
404
$5.01M 0.06%
49,861
+3,616
405
$5M 0.06%
704,354
-250,288
406
$5M 0.06%
284,287
+97,237
407
$4.99M 0.06%
335,969
+49,655
408
$4.96M 0.06%
150,359
+11,695
409
$4.92M 0.06%
22,909
+1,492
410
$4.91M 0.06%
194,776
+27,185
411
$4.87M 0.05%
605,055
+190,135
412
$4.86M 0.05%
690,489
+500,064
413
$4.85M 0.05%
28,977
+1,116
414
$4.83M 0.05%
139,852
-2,179
415
$4.83M 0.05%
327,764
+32,712
416
$4.82M 0.05%
297,855
+49,680
417
$4.81M 0.05%
77,010
+6,758
418
$4.81M 0.05%
63,809
+4,827
419
$4.8M 0.05%
69,760
+3,696
420
$4.79M 0.05%
507,354
+21,797
421
$4.78M 0.05%
41,124
+5,255
422
$4.77M 0.05%
111,567
-8,946
423
$4.72M 0.05%
1,932,741
+87,377
424
$4.71M 0.05%
83,961
+3,555
425
$4.7M 0.05%
179,833
+12,184
15 16
17
18 19