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
1201
$439K 0.01%
16,040
+1,922
1202
$438K 0.01%
7,239
+1,618
1203
$437K 0.01%
14,047
+2,965
1204
$436K 0.01%
5,757
+473
1205
$436K 0.01%
54,406
+1,475
1206
$435K 0.01%
34,297
-7,948
1207
$434K 0.01%
3,424
+130
1208
$433K 0.01%
8,097
-198
1209
$431K 0.01%
1,989
-73
1210
$430K 0.01%
16,106
-258
1211
$426K 0.01%
5,491
+417
1212
$426K 0.01%
21,145
+2,071
1213
$423K 0.01%
7,546
+439
1214
$422K 0.01%
3,876
+179
1215
$422K 0.01%
7,839
+1,795
1216
$421K 0.01%
25,776
+192
1217
$421K 0.01%
21,625
-564
1218
$420K 0.01%
13,802
+6
1219
$420K 0.01%
185,809
-95,156
1220
$419K 0.01%
155,272
-710
1221
$419K 0.01%
5,698
+1,605
1222
$419K 0.01%
9,036
+1,085
1223
$419K 0.01%
21,939
-1,920
1224
$417K 0.01%
16,542
+4,526
1225
$416K 0.01%
8,211
+125
47 48
49
50 51