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
851
$1.02M 0.01%
12,147
+3,609
852
$1.02M 0.01%
28,633
-130
853
$1.02M 0.01%
11,160
+498
854
$1.02M 0.01%
20,527
-4,746
855
$1.02M 0.01%
69,153
+3,613
856
$1.01M 0.01%
17,374
+2
857
$1.01M 0.01%
8,338
+1,654
858
$1.01M 0.01%
237,545
+12,859
859
$1.01M 0.01%
25,476
+298
860
$1M 0.01%
11,143
+4,347
861
$1M 0.01%
11,889
862
$1M 0.01%
48,112
+2,732
863
$998K 0.01%
19,510
+4,968
864
$997K 0.01%
12,623
+613
865
$993K 0.01%
81,829
-1,562
866
$988K 0.01%
42,236
+4,824
867
$986K 0.01%
2,359
+311
868
$984K 0.01%
13,594
+1,968
869
$983K 0.01%
22,005
-1,073
870
$982K 0.01%
7,692
-1,609
871
$979K 0.01%
22,402
-617
872
$974K 0.01%
35,495
-15,885
873
$970K 0.01%
26,044
-1,673
874
$961K 0.01%
46,892
-430
875
$961K 0.01%
65,378
+3,669
33 34
35
36 37