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
426
$4.69M 0.05%
498,270
-4,015
427
$4.69M 0.05%
56,287
+3,975
428
$4.68M 0.05%
118,827
+236
429
$4.65M 0.05%
61,789
+10,714
430
$4.61M 0.05%
325,594
+24,892
431
$4.57M 0.05%
36,789
+231
432
$4.57M 0.05%
80,505
+5,935
433
$4.54M 0.05%
218,907
+77,209
434
$4.51M 0.05%
823,816
+45,588
435
$4.5M 0.05%
1,014,867
-67,274
436
$4.5M 0.05%
55,418
+1,911
437
$4.49M 0.05%
72,552
+4,126
438
$4.42M 0.05%
57,194
+2,351
439
$4.42M 0.05%
95,386
+15,868
440
$4.42M 0.05%
42,106
+17,213
441
$4.41M 0.05%
38,542
+3,824
442
$4.4M 0.05%
337,950
+30,350
443
$4.4M 0.05%
47,172
+8,953
444
$4.39M 0.05%
288,510
+81,385
445
$4.38M 0.05%
67,017
+7,798
446
$4.34M 0.05%
24,020
+1,901
447
$4.33M 0.05%
146,662
+11,315
448
$4.32M 0.05%
62,844
+5,483
449
$4.29M 0.05%
116,538
+3,069
450
$4.28M 0.05%
23,021
+4,145
16 17
18
19 20