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
826
$1.07M 0.01%
26,954
+1,572
827
$1.07M 0.01%
59,703
-959
828
$1.06M 0.01%
25,618
+2,366
829
$1.06M 0.01%
+20,607
830
$1.06M 0.01%
37,667
+3,307
831
$1.06M 0.01%
49,123
+920
832
$1.05M 0.01%
29,716
+14,907
833
$1.04M 0.01%
22,661
+1,209
834
$1.04M 0.01%
18,775
+991
835
$1.04M 0.01%
19,502
-2
836
$1.04M 0.01%
128,710
+36,614
837
$1.04M 0.01%
41,742
+3,216
838
$1.04M 0.01%
24,874
+2,596
839
$1.04M 0.01%
6,624
-1,801
840
$1.04M 0.01%
14,007
+291
841
$1.03M 0.01%
5
842
$1.03M 0.01%
16,304
-884
843
$1.03M 0.01%
34,199
-204
844
$1.03M 0.01%
58,420
+4,784
845
$1.03M 0.01%
32,462
+1,992
846
$1.03M 0.01%
24,795
+3,107
847
$1.03M 0.01%
15,035
-840
848
$1.03M 0.01%
25,254
+4,854
849
$1.03M 0.01%
29,411
+734
850
$1.02M 0.01%
45,346
+3,071
32 33
34
35 36