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
1226
$415K 0.01%
7,187
+1,043
1227
$414K 0.01%
6,961
+839
1228
$413K 0.01%
50,157
+2,093
1229
$412K 0.01%
6,682
+416
1230
$412K 0.01%
4,613
-63
1231
$412K 0.01%
37,873
+605
1232
$411K 0.01%
+5,576
1233
$411K 0.01%
190,246
+8,200
1234
$411K 0.01%
11,491
-204
1235
$408K 0.01%
195,086
-40,504
1236
$406K 0.01%
6,952
+253
1237
$406K 0.01%
22,971
+4,323
1238
$406K 0.01%
5,530
+62
1239
$405K 0.01%
8,337
-3
1240
$405K 0.01%
3,851
+88
1241
$404K 0.01%
6,530
+17
1242
$404K 0.01%
78,285
+5,598
1243
$404K 0.01%
6,941
-91
1244
$404K 0.01%
3,607
+180
1245
$402K 0.01%
12,849
+462
1246
$401K 0.01%
6,669
+117
1247
$399K 0.01%
22,879
+2,528
1248
$399K 0.01%
6,219
-6
1249
$399K 0.01%
20,085
+243
1250
$398K 0.01%
19,742
+140
48 49
50
51 52