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
826
$1.37M 0.02%
84,157
+6,602
827
$1.36M 0.02%
22,600
+1,693
828
$1.36M 0.02%
65,061
+8,106
829
$1.36M 0.02%
13,509
+912
830
$1.36M 0.02%
31,627
-2,681
831
$1.35M 0.02%
15,872
+1,714
832
$1.35M 0.02%
28,864
+4,312
833
$1.35M 0.02%
14,211
-3,849
834
$1.35M 0.02%
22,414
-2,707
835
$1.35M 0.02%
58,094
-17,911
836
$1.35M 0.02%
12,051
+3,720
837
$1.34M 0.02%
62,073
+29,836
838
$1.34M 0.02%
1,045,373
+424,163
839
$1.33M 0.01%
21,080
+1,828
840
$1.32M 0.01%
14,531
+707
841
$1.32M 0.01%
28,609
-861
842
$1.32M 0.01%
26,479
+709
843
$1.32M 0.01%
28,694
-563
844
$1.31M 0.01%
25,827
+663
845
$1.31M 0.01%
91,984
+12,104
846
$1.31M 0.01%
17,267
+1,881
847
$1.31M 0.01%
18,319
-13
848
$1.31M 0.01%
19,810
+795
849
$1.29M 0.01%
50,500
+17,661
850
$1.29M 0.01%
25,339
-1,327
32 33
34
35 36