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
951
$772K 0.01%
10,447
-76
952
$768K 0.01%
10,815
+528
953
$767K 0.01%
22,513
+857
954
$766K 0.01%
27,800
+9,588
955
$764K 0.01%
29,083
+1,833
956
$763K 0.01%
6,098
+711
957
$762K 0.01%
21,835
+1,004
958
$761K 0.01%
5,901
+2,147
959
$760K 0.01%
19,353
+836
960
$757K 0.01%
24,467
+2,083
961
$753K 0.01%
45,525
+7,509
962
$750K 0.01%
4,765
+125
963
$747K 0.01%
10,337
+244
964
$746K 0.01%
74,597
+14,815
965
$745K 0.01%
17,048
-573
966
$744K 0.01%
4,121
+3,163
967
$741K 0.01%
3,435
+16
968
$740K 0.01%
67,241
+23,671
969
$738K 0.01%
8,120
+1,753
970
$737K 0.01%
39,733
+6,889
971
$737K 0.01%
39,123
+17,310
972
$737K 0.01%
16,465
-144
973
$731K 0.01%
214,428
+18,058
974
$729K 0.01%
6,975
+1,076
975
$727K 0.01%
103,162
-4,784
37 38
39
40 41