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
776
$1.24M 0.02%
34,097
-203
777
$1.24M 0.02%
18,615
+3,359
778
$1.24M 0.02%
20,524
+318
779
$1.23M 0.02%
72,306
-486
780
$1.23M 0.02%
76,586
+1,954
781
$1.23M 0.02%
29,152
+8,015
782
$1.23M 0.02%
143,122
+50,483
783
$1.22M 0.02%
26,649
-410
784
$1.21M 0.02%
8,080
+1,485
785
$1.21M 0.02%
36,831
-993
786
$1.21M 0.02%
38,232
-343
787
$1.2M 0.02%
24,979
+243
788
$1.2M 0.02%
36,748
+3,077
789
$1.2M 0.02%
31,533
-300
790
$1.19M 0.02%
32,317
-2,625
791
$1.19M 0.02%
30,558
+4,266
792
$1.19M 0.02%
181,906
+89,485
793
$1.19M 0.02%
19,465
+2,160
794
$1.18M 0.02%
45,035
+1,004
795
$1.17M 0.02%
57,044
-1,227
796
$1.17M 0.02%
23,698
+595
797
$1.17M 0.02%
24,459
+1,646
798
$1.16M 0.02%
94,767
-1,323
799
$1.16M 0.02%
26,322
+633
800
$1.16M 0.02%
42,632
+1,061
30 31
32
33 34