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
801
$1.15M 0.02%
294,808
+25,376
802
$1.15M 0.02%
10,412
-112
803
$1.15M 0.02%
34,340
+1,105
804
$1.15M 0.02%
37,551
-3,909
805
$1.14M 0.02%
18,282
-31
806
$1.14M 0.02%
107,712
+6,640
807
$1.14M 0.02%
10,600
+1,093
808
$1.14M 0.02%
36,509
+15,534
809
$1.14M 0.02%
26,062
-17,606
810
$1.13M 0.02%
13,240
+683
811
$1.13M 0.02%
32,309
+1,582
812
$1.12M 0.02%
41,812
+4,368
813
$1.12M 0.02%
43,352
+2,593
814
$1.11M 0.02%
20,152
+241
815
$1.11M 0.02%
21,318
+528
816
$1.11M 0.02%
62,007
-1,560
817
$1.11M 0.01%
34,421
+6,071
818
$1.1M 0.01%
36,103
+4,454
819
$1.1M 0.01%
14,858
+839
820
$1.1M 0.01%
51,348
-16,118
821
$1.08M 0.01%
20,958
+2,687
822
$1.07M 0.01%
15,666
+635
823
$1.07M 0.01%
11,468
+4,551
824
$1.07M 0.01%
102,028
+13,181
825
$1.07M 0.01%
14,137
+2,480
31 32
33
34 35