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
776
$1.56M 0.02%
389,494
-38,288
777
$1.56M 0.02%
24,496
+5,254
778
$1.55M 0.02%
191,556
+81,729
779
$1.54M 0.02%
90,695
+5,225
780
$1.54M 0.02%
45,734
-401
781
$1.54M 0.02%
21,467
+643
782
$1.54M 0.02%
39,172
+11,511
783
$1.53M 0.02%
29,924
+4,389
784
$1.52M 0.02%
139,120
+12,209
785
$1.52M 0.02%
43,381
+1,761
786
$1.52M 0.02%
124,182
+4,252
787
$1.51M 0.02%
18,187
+2,401
788
$1.51M 0.02%
28,387
+227
789
$1.51M 0.02%
30,912
+1,867
790
$1.5M 0.02%
32,984
-1,550
791
$1.48M 0.02%
35,761
+6,943
792
$1.48M 0.02%
72,616
+9,308
793
$1.47M 0.02%
19,084
-37
794
$1.47M 0.02%
11,160
-7,504
795
$1.47M 0.02%
27,693
+4,370
796
$1.46M 0.02%
39,238
+3,588
797
$1.46M 0.02%
29,153
+14,982
798
$1.45M 0.02%
32,669
+4,774
799
$1.45M 0.02%
12,647
+134
800
$1.45M 0.02%
101,501
+7,350
30 31
32
33 34