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
651
$2.19M 0.02%
100,812
+38,637
652
$2.19M 0.02%
104,992
+16,525
653
$2.18M 0.02%
106,816
-7,326
654
$2.15M 0.02%
39,087
-270
655
$2.15M 0.02%
53,800
-23,759
656
$2.15M 0.02%
38,501
+11,181
657
$2.15M 0.02%
78,429
+35,310
658
$2.14M 0.02%
9,322
+632
659
$2.14M 0.02%
60,440
+2,662
660
$2.14M 0.02%
39,961
+18,039
661
$2.14M 0.02%
26,162
+1,887
662
$2.13M 0.02%
15,114
+789
663
$2.13M 0.02%
89,694
+13,830
664
$2.13M 0.02%
99,661
+25,513
665
$2.12M 0.02%
26,653
+22,033
666
$2.12M 0.02%
34,232
+1,997
667
$2.12M 0.02%
53,813
-3,909
668
$2.11M 0.02%
25,575
-2,122
669
$2.08M 0.02%
31,678
+2,247
670
$2.07M 0.02%
14,744
+16
671
$2.07M 0.02%
50,727
+3,426
672
$2.05M 0.02%
94,334
+4,748
673
$2.05M 0.02%
37,344
+195
674
$2.05M 0.02%
29,347
+2,654
675
$2.05M 0.02%
197,760
-22,200
25 26
27
28 29