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
551
$2.96M 0.03%
64,184
+14,747
552
$2.96M 0.03%
42,189
+4,054
553
$2.95M 0.03%
12,653
-851
554
$2.94M 0.03%
50,508
-81
555
$2.94M 0.03%
148,687
-28
556
$2.94M 0.03%
109,464
+1,587
557
$2.92M 0.03%
21,739
+1,472
558
$2.91M 0.03%
33,175
+4,825
559
$2.9M 0.03%
452,310
-36,569
560
$2.89M 0.03%
24,914
+5,002
561
$2.88M 0.03%
223,941
-14,665
562
$2.87M 0.03%
60,307
-18,731
563
$2.87M 0.03%
136,020
+6,320
564
$2.85M 0.03%
33,843
+15,713
565
$2.83M 0.03%
24,110
+615
566
$2.79M 0.03%
31,050
+1,993
567
$2.78M 0.03%
219,050
+113,000
568
$2.78M 0.03%
56,444
+33,813
569
$2.77M 0.03%
32,653
-377
570
$2.77M 0.03%
41,113
+3,958
571
$2.76M 0.03%
297,560
+37,202
572
$2.75M 0.03%
99,882
+8,504
573
$2.75M 0.03%
30,117
+4,997
574
$2.74M 0.03%
50,924
+5,476
575
$2.73M 0.03%
16,030
+546
21 22
23
24 25