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
751
$1.31M 0.02%
17,980
+715
752
$1.31M 0.02%
22,362
+1,638
753
$1.31M 0.02%
23,459
+750
754
$1.3M 0.02%
47,394
+8,270
755
$1.29M 0.02%
24,026
+2,373
756
$1.28M 0.02%
148,566
+47,114
757
$1.28M 0.02%
25,184
+1,159
758
$1.28M 0.02%
17,169
+491
759
$1.28M 0.02%
29,860
+53
760
$1.28M 0.02%
56,044
-1,313
761
$1.27M 0.02%
83,448
+9,978
762
$1.27M 0.02%
35,832
+7,171
763
$1.27M 0.02%
37,020
+1,733
764
$1.26M 0.02%
37,446
+3,522
765
$1.26M 0.02%
104,292
-1,548
766
$1.26M 0.02%
20,643
+2,746
767
$1.26M 0.02%
47,777
+13,785
768
$1.25M 0.02%
38,558
+919
769
$1.25M 0.02%
24,224
-1,565
770
$1.25M 0.02%
15,219
+991
771
$1.25M 0.02%
5,063
-126
772
$1.25M 0.02%
36,326
+3,785
773
$1.24M 0.02%
32,976
+2,595
774
$1.24M 0.02%
31,676
+693
775
$1.24M 0.02%
10,453
+352
29 30
31
32 33