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
901
$892K 0.01%
9,806
+171
902
$887K 0.01%
12,425
-3,672
903
$887K 0.01%
5,368
-7,156
904
$884K 0.01%
293,702
-218,296
905
$882K 0.01%
19,938
-5,817
906
$880K 0.01%
21,971
+128
907
$878K 0.01%
20,145
+583
908
$876K 0.01%
289,179
-5,029
909
$875K 0.01%
22,464
+532
910
$873K 0.01%
24,028
+2,408
911
$872K 0.01%
12,082
+975
912
$866K 0.01%
11,424
-7
913
$861K 0.01%
9,572
+2,697
914
$856K 0.01%
+53,440
915
$852K 0.01%
25,578
+368
916
$848K 0.01%
29,884
+4,276
917
$848K 0.01%
21,650
+2,264
918
$847K 0.01%
35,039
+11,271
919
$846K 0.01%
35,325
-966
920
$845K 0.01%
13,495
+1,434
921
$830K 0.01%
217,941
-116,944
922
$830K 0.01%
19,533
+4,314
923
$829K 0.01%
11,991
+1,203
924
$826K 0.01%
64,393
+8,875
925
$825K 0.01%
34,290
+2,164
35 36
37
38 39