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
476
$3.27M 0.04%
81,035
+1,597
477
$3.26M 0.04%
53,352
-2,559
478
$3.26M 0.04%
87,349
+50,017
479
$3.24M 0.04%
33,146
+945
480
$3.24M 0.04%
112,119
+3,697
481
$3.19M 0.04%
24,506
+245
482
$3.18M 0.04%
51,030
+7,336
483
$3.17M 0.04%
99,294
+23,064
484
$3.17M 0.04%
16,013
+1,373
485
$3.17M 0.04%
86,321
+8,481
486
$3.16M 0.04%
210,214
-8,051
487
$3.16M 0.04%
422,680
+12,400
488
$3.15M 0.04%
133,324
+6,870
489
$3.14M 0.04%
133,604
+13,151
490
$3.11M 0.04%
181,505
+26,340
491
$3.1M 0.04%
104,509
+6,178
492
$3.07M 0.04%
50,356
+2,015
493
$3.05M 0.04%
2,606
+90
494
$3.03M 0.04%
405,210
+324,126
495
$3.02M 0.04%
137,986
+8,022
496
$3.01M 0.04%
38,910
+14,010
497
$3M 0.04%
44,997
+1,213
498
$2.99M 0.04%
70,624
-8,689
499
$2.97M 0.04%
20,403
+816
500
$2.97M 0.04%
37,023
+2,569
18 19
20
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