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
1176
$467K 0.01%
19,763
+223
1177
$467K 0.01%
9,290
+867
1178
$466K 0.01%
14,989
-1,502
1179
$466K 0.01%
13,179
-9,409
1180
$465K 0.01%
21,170
+1,534
1181
$464K 0.01%
5,770
+802
1182
$464K 0.01%
11,529
-190
1183
$464K 0.01%
24,489
-2,381
1184
$462K 0.01%
10,791
+889
1185
$461K 0.01%
10,933
+1,147
1186
$461K 0.01%
6,436
+881
1187
$460K 0.01%
10,962
+678
1188
$458K 0.01%
17,823
-11,139
1189
$458K 0.01%
34,561
+1,181
1190
$456K 0.01%
8,733
+510
1191
$455K 0.01%
7,302
+82
1192
$453K 0.01%
31,799
+1,148
1193
$453K 0.01%
11,349
-187
1194
$451K 0.01%
5,280
1195
$449K 0.01%
74,891
+14,544
1196
$447K 0.01%
10,091
+525
1197
$446K 0.01%
31,673
+54
1198
$446K 0.01%
11,777
-1,561
1199
$442K 0.01%
9,269
+1,211
1200
$440K 0.01%
7,114
+278
46 47
48
49 50