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
51
$26.6M 0.36%
399,811
-4,253
52
$26.3M 0.36%
343,304
+13,101
53
$26.1M 0.35%
523,457
-1,800
54
$26M 0.35%
460,417
+29,778
55
$25.9M 0.35%
564,034
+78,526
56
$25.6M 0.35%
292,890
+22,271
57
$25.2M 0.34%
810,259
+136,610
58
$24.1M 0.33%
1,442,064
+140,952
59
$23.9M 0.32%
535,072
+51,296
60
$23.7M 0.32%
660,581
-31,987
61
$23.2M 0.31%
675,642
+188,442
62
$23.1M 0.31%
769,606
+77,871
63
$23M 0.31%
397,469
+23,379
64
$22.9M 0.31%
355,861
+2,537
65
$22.8M 0.31%
2,638,814
+183,419
66
$22.6M 0.31%
803,537
+34,906
67
$22.4M 0.3%
452,779
+23,796
68
$22.2M 0.3%
67,062
+6,248
69
$22M 0.3%
172,475
-347
70
$21.7M 0.29%
424,080
+43,908
71
$21.4M 0.29%
345,671
+17,948
72
$21M 0.28%
221,215
+20,773
73
$20.8M 0.28%
281,353
+21,310
74
$20.8M 0.28%
353,569
+77,098
75
$20.6M 0.28%
232,287
+21,253
1 2
3
4 5