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
651
$1.7M 0.02%
55,735
+9,180
652
$1.69M 0.02%
41,635
+5,933
653
$1.69M 0.02%
21,592
-861
654
$1.69M 0.02%
530,559
-15,453
655
$1.68M 0.02%
76,152
-10,263
656
$1.68M 0.02%
74,570
+14,868
657
$1.67M 0.02%
25,802
+1,713
658
$1.67M 0.02%
78,602
-2,260
659
$1.66M 0.02%
140,728
+172
660
$1.66M 0.02%
145,098
-8,379
661
$1.66M 0.02%
74,081
+18,834
662
$1.65M 0.02%
23,820
+854
663
$1.65M 0.02%
28,356
+1,541
664
$1.65M 0.02%
37,358
+502
665
$1.64M 0.02%
162,528
+749
666
$1.64M 0.02%
52,960
+28
667
$1.64M 0.02%
92,716
+3,139
668
$1.64M 0.02%
30,576
+3,338
669
$1.64M 0.02%
39,302
+264
670
$1.62M 0.02%
28,476
+2,563
671
$1.62M 0.02%
154,575
+1,150
672
$1.6M 0.02%
34,202
+3,775
673
$1.6M 0.02%
23,711
-387
674
– –
0
675
$1.59M 0.02%
16,067
+271
25 26
27
28 29