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
476
$3.88M 0.04%
100,312
+10,402
477
$3.88M 0.04%
228,033
-74,612
478
$3.88M 0.04%
505,013
-17,832
479
$3.86M 0.04%
382,584
+119,916
480
$3.84M 0.04%
77,614
+4,025
481
$3.83M 0.04%
70,687
+3,951
482
$3.82M 0.04%
69,429
+17,244
483
$3.81M 0.04%
249,976
+64,616
484
$3.79M 0.04%
44,980
+842
485
$3.79M 0.04%
50,856
+3,170
486
$3.74M 0.04%
80,617
+10,152
487
$3.73M 0.04%
82,729
+9,611
488
$3.72M 0.04%
106,532
+331
489
$3.71M 0.04%
159,000
+9,555
490
$3.71M 0.04%
105,851
+5,473
491
$3.7M 0.04%
33,295
+3,531
492
$3.7M 0.04%
35,515
+3,666
493
$3.66M 0.04%
206,137
+25,160
494
$3.65M 0.04%
61,988
+5,594
495
$3.64M 0.04%
605,880
+246,065
496
$3.6M 0.04%
50,644
+1,434
497
$3.57M 0.04%
59,773
+1,264
498
$3.57M 0.04%
30,514
+2,199
499
$3.55M 0.04%
32,771
+5,110
500
$3.52M 0.04%
246,183
+53,320
18 19
20
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