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
926
$824K 0.01%
34,826
+3,364
927
$822K 0.01%
61,899
+12,361
928
$821K 0.01%
10,490
-1,190
929
$815K 0.01%
17,823
+2,120
930
$815K 0.01%
33,740
+3,559
931
$811K 0.01%
48,067
+2,811
932
$810K 0.01%
13,639
+801
933
$806K 0.01%
13,888
+1,347
934
$802K 0.01%
24,395
+3,016
935
$801K 0.01%
46,533
+1,983
936
$801K 0.01%
+11,706
937
$799K 0.01%
32,829
+613
938
$798K 0.01%
26,737
+7,145
939
$793K 0.01%
35,452
+3,637
940
$790K 0.01%
11,551
+451
941
$789K 0.01%
61,197
-18,707
942
$786K 0.01%
64,991
+10,428
943
$785K 0.01%
21,170
+2,144
944
$784K 0.01%
11,949
+513
945
$784K 0.01%
14,780
+396
946
$781K 0.01%
12,705
-441
947
$781K 0.01%
47,449
+5,848
948
$779K 0.01%
8,303
+631
949
$777K 0.01%
30,194
+1,640
950
$774K 0.01%
13,528
+887
36 37
38
39 40