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
676
$1.59M 0.02%
42,926
-8,906
677
$1.59M 0.02%
19,609
+480
678
$1.58M 0.02%
20,713
+3,490
679
$1.57M 0.02%
12,440
+1,029
680
$1.57M 0.02%
38,083
+14,058
681
$1.56M 0.02%
+75,155
682
$1.56M 0.02%
89,894
+8,117
683
$1.56M 0.02%
23,944
-1,540
684
$1.56M 0.02%
23,147
+3,515
685
$1.55M 0.02%
17,945
+35
686
$1.54M 0.02%
124,857
+9,474
687
$1.54M 0.02%
43,053
+2,568
688
$1.53M 0.02%
67,732
+2,528
689
$1.53M 0.02%
20,067
+1,327
690
$1.53M 0.02%
36,665
+299
691
$1.52M 0.02%
27,164
+2,975
692
$1.52M 0.02%
50,539
+11,184
693
$1.52M 0.02%
66
+12
694
$1.52M 0.02%
428,210
+13,339
695
$1.52M 0.02%
57,054
+1,789
696
$1.51M 0.02%
32,103
+8
697
$1.51M 0.02%
40,061
-13,993
698
$1.51M 0.02%
80,008
+19,915
699
$1.51M 0.02%
68,326
-2,857
700
$1.5M 0.02%
11,689
+1,090
26 27
28
29 30