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
576
$2.73M 0.03%
72,117
+4,223
577
$2.71M 0.03%
64,143
-737
578
$2.71M 0.03%
87,934
-67,566
579
$2.7M 0.03%
66,624
+12,951
580
$2.7M 0.03%
51,136
+14,972
581
$2.69M 0.03%
136,202
+27,612
582
$2.69M 0.03%
25,198
-1,316
583
$2.69M 0.03%
120,974
+3,290
584
$2.68M 0.03%
55,628
+13,164
585
$2.68M 0.03%
5,122,760
+351,440
586
$2.68M 0.03%
109,504
-6,906
587
$2.67M 0.03%
130,794
+4,799
588
$2.65M 0.03%
26,987
+7,778
589
$2.64M 0.03%
18,863
+1,391
590
$2.64M 0.03%
32,487
+960
591
$2.64M 0.03%
114,444
+22,704
592
$2.62M 0.03%
96,894
+9,999
593
$2.62M 0.03%
455,352
+91,409
594
$2.61M 0.03%
461,484
+85,852
595
$2.6M 0.03%
8,757
-418
596
$2.58M 0.03%
27,124
+4,941
597
$2.57M 0.03%
24,152
-881
598
$2.56M 0.03%
33,308
+2,683
599
$2.56M 0.03%
51,828
+7,014
600
$2.54M 0.03%
16,998
+1,127
22 23
24
25 26