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
801
$1.44M 0.02%
18,444
+1,136
802
$1.44M 0.02%
33,268
+1,349
803
$1.43M 0.02%
58,820
+1,441
804
$1.42M 0.02%
37,457
+4,887
805
$1.42M 0.02%
20,752
-2,897
806
$1.42M 0.02%
9,653
+975
807
$1.42M 0.02%
38,025
-1,171
808
$1.42M 0.02%
61,744
+37,324
809
$1.42M 0.02%
65,951
+19,161
810
$1.41M 0.02%
+3,984
811
$1.4M 0.02%
45,616
+18,619
812
$1.4M 0.02%
25,861
-5,824
813
$1.39M 0.02%
13,621
+1,244
814
$1.39M 0.02%
24,895
+1,274
815
$1.39M 0.02%
265,140
+26,499
816
$1.39M 0.02%
37,485
+317
817
$1.39M 0.02%
81,215
+15,579
818
$1.39M 0.02%
250,512
+38,874
819
$1.39M 0.02%
33,259
+247
820
$1.38M 0.02%
57,444
+26,295
821
$1.38M 0.02%
26,701
+3,257
822
$1.38M 0.02%
5,420
+298
823
$1.38M 0.02%
17,126
+1,693
824
$1.37M 0.02%
113,676
+3,290
825
$1.37M 0.02%
128,988
+20,425
31 32
33
34 35