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
101
$17.1M 0.23%
172,675
+8,735
102
$17.1M 0.23%
210,131
+56,682
103
$17M 0.23%
496,206
+13,802
104
$16.9M 0.23%
86,720
+4,771
105
$16.7M 0.23%
1,036,638
+78,191
106
$16.1M 0.22%
304,772
+38,478
107
$16.1M 0.22%
318,832
+10,832
108
$16M 0.22%
151,385
+10,495
109
$15.8M 0.21%
457,944
+44,439
110
$15.8M 0.21%
214,742
+4,894
111
$15.8M 0.21%
533,486
+28,746
112
$15.5M 0.21%
240,761
+24,092
113
$15.5M 0.21%
59,816
+2,861
114
$15.5M 0.21%
649,116
+95,152
115
$15.2M 0.21%
264,998
-72,993
116
$15.1M 0.2%
212,861
+9,776
117
$15.1M 0.2%
82,497
+9,414
118
$14.8M 0.2%
2,645,388
+48,702
119
$14.8M 0.2%
393,184
+40,414
120
$14.8M 0.2%
91,772
+8,732
121
$14.8M 0.2%
209,572
+12,443
122
$14.8M 0.2%
123,659
+17,521
123
$14.7M 0.2%
90,944
+27,432
124
$14.7M 0.2%
132,387
+14,062
125
$14.6M 0.2%
129,621
+8,967
3 4
5
6 7