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
751
$1.68M 0.02%
49,647
+3,106
752
$1.68M 0.02%
45,191
+741
753
$1.68M 0.02%
209,967
+48,058
754
$1.67M 0.02%
41,170
+3,297
755
$1.67M 0.02%
39,301
+97
756
$1.67M 0.02%
316,796
+171,782
757
$1.67M 0.02%
48,975
+4,168
758
$1.66M 0.02%
28,796
-935
759
$1.66M 0.02%
3,415
+452
760
$1.66M 0.02%
53,628
+15,834
761
$1.64M 0.02%
224,949
+82,839
762
$1.64M 0.02%
51,932
+2,060
763
$1.63M 0.02%
59,349
+12,565
764
$1.63M 0.02%
347,408
+33,648
765
$1.63M 0.02%
79,473
+9,116
766
$1.62M 0.02%
24,589
+4,865
767
$1.62M 0.02%
36,594
+656
768
$1.62M 0.02%
342,236
+75,975
769
$1.61M 0.02%
31,260
-611
770
$1.6M 0.02%
16,372
-132
771
$1.6M 0.02%
24,596
+4,324
772
$1.6M 0.02%
34,723
+718
773
$1.59M 0.02%
36,056
-619
774
$1.59M 0.02%
30,680
+4,760
775
$1.57M 0.02%
24,453
+1,454
29 30
31
32 33