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
851
$1.28M 0.01%
16,540
+144
852
$1.27M 0.01%
48,950
+8,100
853
$1.27M 0.01%
10,364
+398
854
$1.27M 0.01%
11,971
-301
855
$1.27M 0.01%
37,841
+6,354
856
$1.26M 0.01%
20,862
+688
857
$1.26M 0.01%
16,322
+502
858
$1.25M 0.01%
123,535
-103,401
859
$1.25M 0.01%
104,044
+4,793
860
$1.25M 0.01%
52,103
+1,152
861
$1.25M 0.01%
43,779
+14,292
862
$1.24M 0.01%
24,948
+551
863
$1.24M 0.01%
18,830
+3,623
864
$1.24M 0.01%
26,252
+14,883
865
$1.24M 0.01%
62,460
+3,467
866
$1.23M 0.01%
14,607
+1,755
867
$1.22M 0.01%
34,690
+9,129
868
$1.22M 0.01%
26,730
+1,819
869
$1.21M 0.01%
34,572
+3,126
870
$1.21M 0.01%
34,166
+15,821
871
$1.2M 0.01%
20,946
+2,251
872
$1.2M 0.01%
72,745
+7,856
873
$1.2M 0.01%
24,563
-3,662
874
$1.2M 0.01%
19,524
-17,112
875
$1.19M 0.01%
26,041
+2,568
33 34
35
36 37