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
701
$1.93M 0.02%
80,449
+7,405
702
$1.93M 0.02%
207,467
+86,467
703
$1.91M 0.02%
26,511
+151
704
$1.91M 0.02%
50,359
-255
705
$1.9M 0.02%
28,816
+3,710
706
$1.9M 0.02%
36,437
+6,122
707
$1.89M 0.02%
24,017
+181
708
$1.89M 0.02%
56,421
+5,237
709
$1.89M 0.02%
50,585
+8,375
710
$1.89M 0.02%
67,137
+37,361
711
$1.88M 0.02%
43,005
+13,399
712
$1.87M 0.02%
149,829
-1,767
713
$1.87M 0.02%
65,575
+6,369
714
$1.87M 0.02%
49,305
+2,338
715
$1.86M 0.02%
37,106
+8,081
716
$1.86M 0.02%
19,947
+1,048
717
$1.85M 0.02%
+95,957
718
$1.85M 0.02%
41,864
-14,520
719
$1.84M 0.02%
71,947
-1,850
720
$1.83M 0.02%
26,975
+1,225
721
$1.83M 0.02%
51,244
+5,464
722
$1.83M 0.02%
38,332
+13,190
723
$1.81M 0.02%
29,673
+7,324
724
$1.81M 0.02%
28,686
+2,875
725
$1.81M 0.02%
248,354
+69,443
27 28
29
30 31