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
1076
$561K 0.01%
13,473
+1,078
1077
$558K 0.01%
3,431
+808
1078
$557K 0.01%
40,272
+1,160
1079
$557K 0.01%
13,607
+184
1080
$557K 0.01%
4,739
+1,232
1081
$556K 0.01%
3,609
-613
1082
$556K 0.01%
16,341
+1,786
1083
$556K 0.01%
6,912
+34
1084
$555K 0.01%
10,741
+604
1085
$555K 0.01%
13,144
+98
1086
$553K 0.01%
80,436
+37,387
1087
$553K 0.01%
21,305
-1,147
1088
$552K 0.01%
18,030
-5
1089
$549K 0.01%
47,090
+36,836
1090
$548K 0.01%
6,217
+1,636
1091
$543K 0.01%
39,938
+16,262
1092
$540K 0.01%
7,097
+496
1093
$537K 0.01%
32,455
-43
1094
$537K 0.01%
15,215
-643
1095
$536K 0.01%
15,905
+418
1096
$536K 0.01%
14,677
+663
1097
$535K 0.01%
25,313
+263
1098
$535K 0.01%
47,067
-15,659
1099
$533K 0.01%
27,490
+2,621
1100
$531K 0.01%
11,421
-1,193
42 43
44
45 46