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
1251
$398K 0.01%
15,973
+715
1252
$394K 0.01%
8,682
+506
1253
$394K 0.01%
16,324
+7,262
1254
$394K 0.01%
20,943
-1,086
1255
$393K 0.01%
8,825
+366
1256
$392K 0.01%
24,204
+354
1257
$392K 0.01%
12,666
+3,349
1258
$391K 0.01%
52,263
1259
$391K 0.01%
4,726
+3,040
1260
$390K 0.01%
20,323
-225
1261
$389K 0.01%
7,290
+866
1262
$388K 0.01%
15,533
+5,910
1263
$384K 0.01%
6,420
-262
1264
$383K 0.01%
7,371
+45
1265
$383K 0.01%
12,737
+38
1266
$382K 0.01%
14,868
+2,558
1267
$381K 0.01%
3,699
+369
1268
$380K 0.01%
8,661
-2,259
1269
$378K 0.01%
8,341
+1,681
1270
$377K 0.01%
7,068
+637
1271
$376K 0.01%
12,145
-56
1272
$375K 0.01%
7,307
+20
1273
$374K 0.01%
14,396
+250
1274
$374K 0.01%
5,681
+564
1275
$374K 0.01%
7,276
+854
49 50
51
52 53