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
1276
$501K 0.01%
11,888
+1,305
1277
$501K 0.01%
147,736
-20,862
1278
$499K 0.01%
239,359
-68,234
1279
$499K 0.01%
14,150
+1,801
1280
$498K 0.01%
25,745
-1,578
1281
$497K 0.01%
7,207
-389
1282
$496K 0.01%
10,611
+1,121
1283
$496K 0.01%
11,482
+2,250
1284
$496K 0.01%
19,962
-1,583
1285
$495K 0.01%
10,131
+1,312
1286
$495K 0.01%
13,352
+3,482
1287
$492K 0.01%
10,740
+752
1288
$492K 0.01%
3,332
+362
1289
$490K 0.01%
15,664
+366
1290
$489K 0.01%
10,495
+1,022
1291
$487K 0.01%
22,246
-1,844
1292
$486K 0.01%
7,657
-385
1293
$485K 0.01%
11,379
+589
1294
$483K 0.01%
7,023
1295
$482K 0.01%
15,006
-1,308
1296
$482K 0.01%
33,396
-736
1297
$482K 0.01%
40,620
+4,073
1298
$481K 0.01%
14,976
+3,100
1299
$481K 0.01%
24,995
+11,182
1300
$480K 0.01%
1,847
-90
50 51
52
53 54