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
626
$1.91M 0.03%
122,838
+1,543
627
$1.9M 0.03%
15,153
+1,106
628
$1.9M 0.03%
179,628
+17,290
629
$1.89M 0.03%
2,968
+321
630
$1.88M 0.03%
28,315
+4,184
631
$1.87M 0.03%
105,896
+2,115
632
$1.83M 0.02%
51,538
+1,703
633
$1.83M 0.02%
187,940
+6,025
634
$1.83M 0.02%
49,277
+3,552
635
$1.83M 0.02%
14,462
+2,198
636
$1.83M 0.02%
19,973
+163
637
$1.8M 0.02%
28,055
+1,214
638
$1.8M 0.02%
29,660
+1,763
639
$1.8M 0.02%
62,291
+442
640
$1.79M 0.02%
32,570
+639
641
$1.78M 0.02%
80,247
+2,288
642
$1.77M 0.02%
121,090
+544
643
$1.77M 0.02%
8,109
+203
644
$1.77M 0.02%
89,776
-1,480
645
$1.75M 0.02%
151,588
+71,081
646
$1.74M 0.02%
35,005
+2,970
647
$1.73M 0.02%
7,783
+2,183
648
$1.72M 0.02%
28,328
+2,561
649
$1.71M 0.02%
37,232
+10,269
650
$1.71M 0.02%
42,214
+3,312
24 25
26
27 28