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
76
$20.4M 0.28%
313,475
+8,481
77
$20.4M 0.28%
194,220
+26,945
78
$20.4M 0.28%
110,884
+17,316
79
$20.3M 0.27%
196,591
+21,833
80
$20.1M 0.27%
281,659
+26,621
81
$19.8M 0.27%
281,029
+21,603
82
$19.8M 0.27%
474,927
+36,775
83
$19.7M 0.27%
349,202
+10,154
84
$19.7M 0.27%
339,527
+22,536
85
$19.7M 0.27%
573,804
+13,526
86
$19.6M 0.27%
156,486
+17,386
87
$19.3M 0.26%
404,232
+20,175
88
$18.8M 0.25%
249,576
+19,375
89
$18.5M 0.25%
568,816
+182,452
90
$18.5M 0.25%
196,781
+15,767
91
$18.4M 0.25%
187,586
+13,172
92
$18.1M 0.24%
196,280
+20,788
93
$18M 0.24%
207,698
+5,052
94
$17.8M 0.24%
330,259
+20,313
95
$17.8M 0.24%
274,443
+19,613
96
$17.6M 0.24%
15,207
+561
97
$17.6M 0.24%
602,084
+32,895
98
$17.5M 0.24%
192,507
+19,062
99
$17.3M 0.23%
1,514,946
+98,925
100
$17.1M 0.23%
251,497
+18,650
2 3
4
5 6