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
$8.93B
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,052
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16M
3
+$14.2M
4
AGN
Allergan plc
AGN
+$14.2M
5
SBUX icon
Starbucks
SBUX
+$12.9M

Top Sells

1
+$20.2M
2
+$13.3M
3
+$5.99M
4
VE
VEOLIA ENVIRONNEMENT
VE
+$4.35M
5
SAN icon
Banco Santander
SAN
+$3.28M

Sector Composition

1 Financials 17.05%
2 Healthcare 15.22%
3 Technology 14.48%
4 Industrials 8.71%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$601K 0.01%
20,152
+4,129
1177
$600K 0.01%
24,094
+5,661
1178
$600K 0.01%
11,846
+1,725
1179
$594K 0.01%
5,882
+283
1180
$591K 0.01%
12,404
+6,637
1181
$587K 0.01%
9,624
+1,837
1182
$585K 0.01%
9,750
+690
1183
$585K 0.01%
16,483
+853
1184
$584K 0.01%
31,383
+11,039
1185
$583K 0.01%
4,272
+157
1186
$583K 0.01%
23,903
-1,299
1187
$583K 0.01%
13,291
+706
1188
$581K 0.01%
17,141
+851
1189
$581K 0.01%
10,982
+2,409
1190
$581K 0.01%
22,696
-7,978
1191
$580K 0.01%
11,898
+1,317
1192
$579K 0.01%
12,189
+1,591
1193
$577K 0.01%
12,200
+6,662
1194
$575K 0.01%
9,881
-191
1195
$574K 0.01%
25,576
-1,102
1196
$572K 0.01%
19,514
+7,464
1197
$572K 0.01%
5,329
+761
1198
$569K 0.01%
44,952
-13,099
1199
$568K 0.01%
+16,864
1200
$568K 0.01%
7,108
+31
46 47
48
49 50