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
1151
$483K 0.01%
16,417
+824
1152
$483K 0.01%
8,956
-4,090
1153
$481K 0.01%
6,971
-202
1154
$481K 0.01%
15,482
+529
1155
$480K 0.01%
8,753
+3,337
1156
$479K 0.01%
5,096
+591
1157
$479K 0.01%
24,958
+11,154
1158
$479K 0.01%
39,717
+646
1159
$479K 0.01%
4,881
+402
1160
$479K 0.01%
14,471
+71
1161
$478K 0.01%
14,824
+1,833
1162
$478K 0.01%
2,980
+475
1163
$477K 0.01%
13,278
+748
1164
$477K 0.01%
10,092
+760
1165
$475K 0.01%
19,748
+7,961
1166
$474K 0.01%
16,306
+1,912
1167
$473K 0.01%
12,035
+78
1168
$473K 0.01%
24,559
-3,940
1169
$472K 0.01%
13,335
+2,482
1170
$471K 0.01%
10,840
+488
1171
$471K 0.01%
1,613
-979
1172
$470K 0.01%
+20,312
1173
$470K 0.01%
10,485
+3,877
1174
$468K 0.01%
8,506
-100
1175
$468K 0.01%
4,974
+1,705
45 46
47
48 49