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
426
$3.78M 0.05%
100,056
-4,768
427
$3.77M 0.05%
218,632
+8,361
428
$3.77M 0.05%
75,708
+176
429
$3.77M 0.05%
86,345
+8,905
430
$3.71M 0.05%
74,414
+13,467
431
$3.71M 0.05%
81,565
-592
432
$3.7M 0.05%
160,731
+25,294
433
$3.69M 0.05%
86,347
+27,386
434
$3.67M 0.05%
117,398
-8,869
435
$3.65M 0.05%
67,343
+6,102
436
$3.65M 0.05%
274,100
+25,050
437
$3.65M 0.05%
41,220
-1,073
438
$3.62M 0.05%
109,198
+2,221
439
$3.6M 0.05%
577,360
+306,272
440
$3.6M 0.05%
78,775
+20,479
441
$3.59M 0.05%
48,213
+2,484
442
$3.57M 0.05%
61,366
-6,353
443
$3.57M 0.05%
277,848
+1,993
444
$3.55M 0.05%
1,785,535
-2,448
445
$3.55M 0.05%
53,473
+3,088
446
$3.55M 0.05%
102,701
+3,018
447
$3.52M 0.05%
49,683
+3,486
448
$3.5M 0.05%
85,813
+5,816
449
$3.49M 0.05%
60,243
+12,871
450
$3.48M 0.05%
198,358
+21,552
16 17
18
19 20