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
976
$725K 0.01%
8,782
+2,879
977
$723K 0.01%
58,790
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978
$721K 0.01%
12,239
-1,916
979
$721K 0.01%
6,122
+76
980
$721K 0.01%
11,409
+489
981
$719K 0.01%
23,560
+1,009
982
$715K 0.01%
79,359
-22,291
983
$714K 0.01%
42,127
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984
$714K 0.01%
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985
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48,619
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18,510
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988
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72,347
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41,583
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22,103
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$689K 0.01%
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992
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$684K 0.01%
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994
$683K 0.01%
28,449
-52,315
995
$683K 0.01%
20,381
+283
996
$682K 0.01%
34,670
-3,660
997
$681K 0.01%
31,018
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998
$681K 0.01%
23,002
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999
$677K 0.01%
17,009
+2,332
1000
$677K 0.01%
27,930
-4,150
38 39
40
41 42