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
926
$1.02M 0.01%
23,731
+4,271
927
$1.02M 0.01%
13,246
-361
928
$1.02M 0.01%
12,564
-541
929
$1.02M 0.01%
15,635
+299
930
$1.02M 0.01%
8,675
+1,042
931
$1.02M 0.01%
110
+19
932
$1.02M 0.01%
22,885
+66
933
$1.02M 0.01%
53,121
+2,215
934
$1.02M 0.01%
39,846
+146
935
$1.01M 0.01%
24,439
+8,945
936
$1.01M 0.01%
50,097
+5,531
937
$1M 0.01%
20,419
-1,299
938
$1M 0.01%
243
+1
939
$1M 0.01%
28,772
-465
940
$1M 0.01%
31,032
-1,491
941
$1M 0.01%
23,646
+3,183
942
$996K 0.01%
5,776
+230
943
$993K 0.01%
52,865
+14,188
944
$992K 0.01%
6,625
-165
945
$991K 0.01%
57,628
-7,008
946
$976K 0.01%
26,875
-278
947
$975K 0.01%
17,637
+5,261
948
$975K 0.01%
18,001
+167
949
$974K 0.01%
13,807
+1,127
950
$974K 0.01%
46,445
+10,039
36 37
38
39 40