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
451
$4.25M 0.05%
189,506
-32,717
452
$4.23M 0.05%
54,095
+2,220
453
$4.22M 0.05%
124,677
+8,223
454
$4.2M 0.05%
24,120
+2,287
455
$4.2M 0.05%
16,804
+1,989
456
$4.19M 0.05%
100,819
+6,290
457
$4.17M 0.05%
82,591
+3,692
458
$4.17M 0.05%
831,590
+56,123
459
$4.15M 0.05%
110,931
+4,133
460
$4.15M 0.05%
89,059
-1,768
461
$4.13M 0.05%
73,940
+2,722
462
$4.12M 0.05%
51,622
+5,685
463
$4.11M 0.05%
97,290
+18,908
464
$4.01M 0.04%
63,059
-3,114
465
$3.99M 0.04%
123,793
+5,346
466
$3.98M 0.04%
50,196
+4,273
467
$3.97M 0.04%
28,010
+10,781
468
$3.97M 0.04%
97,227
+9,194
469
$3.95M 0.04%
144,332
-4,984
470
$3.93M 0.04%
900,930
+23,329
471
$3.93M 0.04%
146,325
+5,174
472
$3.93M 0.04%
64,628
-34
473
$3.91M 0.04%
45,427
+4,871
474
$3.91M 0.04%
137,588
+17,104
475
$3.91M 0.04%
88,165
+7,610
17 18
19
20 21