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
576
$2.28M 0.03%
114,354
+39,656
577
$2.27M 0.03%
233,788
+209
578
$2.27M 0.03%
283,577
+26,002
579
$2.26M 0.03%
40,768
-534
580
$2.25M 0.03%
83,761
+3,580
581
$2.25M 0.03%
57,116
+2,207
582
$2.24M 0.03%
36,482
-7,940
583
$2.23M 0.03%
48,089
+5,771
584
$2.22M 0.03%
37,727
+368
585
$2.21M 0.03%
95,928
+34,170
586
$2.21M 0.03%
168,341
-26,433
587
$2.2M 0.03%
38,408
+3,469
588
$2.19M 0.03%
154,997
+38,499
589
$2.16M 0.03%
254,200
+72,286
590
$2.16M 0.03%
29,487
+1,219
591
$2.15M 0.03%
22,410
+517
592
$2.15M 0.03%
143,816
-39,289
593
$2.14M 0.03%
19,228
+9,323
594
$2.13M 0.03%
144,771
+17,145
595
$2.1M 0.03%
26,269
+6,739
596
$2.1M 0.03%
3,332
+636
597
$2.1M 0.03%
59,191
+3,379
598
$2.1M 0.03%
62,432
+11,645
599
$2.1M 0.03%
177,386
-7,108
600
$2.09M 0.03%
24,950
+1,837
22 23
24
25 26