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
1051
$594K 0.01%
18,199
+937
1052
$593K 0.01%
85,623
-47
1053
$591K 0.01%
7,689
+786
1054
$590K 0.01%
5,615
+1,907
1055
$589K 0.01%
4,848
-120
1056
$586K 0.01%
26,311
+3,280
1057
$583K 0.01%
5,283
+951
1058
$583K 0.01%
50,003
+4,273
1059
$582K 0.01%
13,006
+589
1060
$582K 0.01%
6,582
+552
1061
$580K 0.01%
+21,138
1062
$579K 0.01%
22,859
+3,927
1063
$578K 0.01%
17,861
+1,911
1064
$578K 0.01%
12,000
+710
1065
$577K 0.01%
35,734
+1,945
1066
$574K 0.01%
9,343
+232
1067
$574K 0.01%
18,210
+1,756
1068
$571K 0.01%
15,009
+985
1069
$570K 0.01%
13,454
-2,433
1070
$569K 0.01%
7,438
+907
1071
$567K 0.01%
4,802
+143
1072
$566K 0.01%
27,999
+312
1073
$565K 0.01%
7,921
+2,865
1074
$564K 0.01%
9,231
+299
1075
$563K 0.01%
5,025
+98
41 42
43
44 45