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
1126
$504K 0.01%
20,703
+1,779
1127
$504K 0.01%
4,486
+277
1128
$503K 0.01%
35,788
+748
1129
$502K 0.01%
13,886
+1,064
1130
$502K 0.01%
138,953
+24,536
1131
$501K 0.01%
3,504
+329
1132
$500K 0.01%
8,748
+1,156
1133
$496K 0.01%
8,163
+255
1134
$496K 0.01%
14,172
+1,335
1135
$496K 0.01%
35,311
-103
1136
$495K 0.01%
36,982
+878
1137
$495K 0.01%
97,152
+13,705
1138
$494K 0.01%
107,718
+55,807
1139
$493K 0.01%
4,838
+55
1140
$493K 0.01%
14,399
+698
1141
$493K 0.01%
9,980
+1,430
1142
$492K 0.01%
16,755
+535
1143
$491K 0.01%
20,750
+586
1144
$490K 0.01%
7,385
-235
1145
$487K 0.01%
12,393
+4,441
1146
$486K 0.01%
28,585
+17,703
1147
$486K 0.01%
22,126
+1,244
1148
$485K 0.01%
8,845
+753
1149
$484K 0.01%
181
+18
1150
$484K 0.01%
13,849
-393
44 45
46
47 48