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
1301
$358K ﹤0.01%
1,929
-1,339
1302
$358K ﹤0.01%
4,730
+327
1303
$357K ﹤0.01%
15,881
+163
1304
$356K ﹤0.01%
10,343
+214
1305
$355K ﹤0.01%
21,145
+3,105
1306
$355K ﹤0.01%
14,294
+1,035
1307
$354K ﹤0.01%
10,090
+2,572
1308
$352K ﹤0.01%
9,128
+676
1309
$351K ﹤0.01%
3,230
+1,035
1310
$351K ﹤0.01%
23,693
+2,904
1311
$351K ﹤0.01%
1,722
+148
1312
$350K ﹤0.01%
11,538
-14,150
1313
$350K ﹤0.01%
4,675
+274
1314
$349K ﹤0.01%
10,790
-104
1315
$349K ﹤0.01%
47,891
+400
1316
$349K ﹤0.01%
6,220
-678
1317
$348K ﹤0.01%
292,842
+213,288
1318
$348K ﹤0.01%
32,153
+9,928
1319
$348K ﹤0.01%
22,427
-1,705
1320
$347K ﹤0.01%
10,284
+1,571
1321
$346K ﹤0.01%
27,868
+4,323
1322
$345K ﹤0.01%
2,942
+264
1323
$344K ﹤0.01%
6,300
+172
1324
$340K ﹤0.01%
11,899
1325
$340K ﹤0.01%
25,128
+1,770
51 52
53
54 55