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
676
$2.05M 0.02%
42,601
-1,658
677
$2.05M 0.02%
17,793
+844
678
$2.05M 0.02%
74,314
-6,271
679
$2.04M 0.02%
33,406
+3,061
680
$2.03M 0.02%
46,803
+6,894
681
$2.03M 0.02%
30,684
+2,853
682
$2.03M 0.02%
22,639
+6,073
683
$2.03M 0.02%
162,413
-5,239
684
$2.01M 0.02%
125,767
+7,118
685
$2.01M 0.02%
6,125
+578
686
$2.01M 0.02%
103,572
+4,670
687
$2M 0.02%
100,509
+42,090
688
$2M 0.02%
32,981
+3,286
689
$2M 0.02%
98,149
+3,223
690
$1.99M 0.02%
67,541
-7,847
691
$1.99M 0.02%
25,928
+3,300
692
$1.99M 0.02%
15,746
+3,792
693
$1.99M 0.02%
92,402
-63,727
694
$1.98M 0.02%
89,463
+6,246
695
$1.97M 0.02%
35,688
-3,327
696
$1.97M 0.02%
28,424
-3,159
697
$1.97M 0.02%
81,894
+58,675
698
$1.97M 0.02%
78,136
-7,123
699
$1.96M 0.02%
66,384
+12,816
700
$1.94M 0.02%
48,383
+4,790
26 27
28
29 30