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
876
$1.19M 0.01%
13,449
-57
877
$1.18M 0.01%
280,203
+27,346
878
$1.18M 0.01%
15,116
-24
879
$1.18M 0.01%
23,668
+1,305
880
$1.17M 0.01%
19,428
-4,606
881
$1.17M 0.01%
50,089
-7,060
882
$1.16M 0.01%
21,973
+1,634
883
$1.16M 0.01%
122,164
+4,480
884
$1.16M 0.01%
37,276
+3,772
885
$1.16M 0.01%
50,932
-1,653
886
$1.15M 0.01%
19,294
-9,271
887
$1.15M 0.01%
38,557
-11,551
888
$1.15M 0.01%
81,940
+18,048
889
$1.15M 0.01%
17,914
+357
890
$1.15M 0.01%
4,476
+878
891
$1.14M 0.01%
38,951
+6,148
892
$1.14M 0.01%
123,029
-50,419
893
$1.14M 0.01%
14,055
-228
894
$1.14M 0.01%
45,974
+2,502
895
$1.14M 0.01%
19,803
+1,416
896
$1.14M 0.01%
22,207
+705
897
$1.14M 0.01%
29,297
+3,848
898
$1.12M 0.01%
12,248
+3,478
899
$1.12M 0.01%
41,507
+640
900
$1.12M 0.01%
81,649
+2,578
34 35
36
37 38