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
1351
$323K ﹤0.01%
13,876
+3,250
1352
$321K ﹤0.01%
9,364
-412
1353
$319K ﹤0.01%
5,062
+664
1354
$318K ﹤0.01%
18,775
+2,396
1355
$318K ﹤0.01%
18,438
+192
1356
$317K ﹤0.01%
6,101
+157
1357
$317K ﹤0.01%
12,921
+1,571
1358
$317K ﹤0.01%
15,676
+365
1359
$317K ﹤0.01%
5,350
+173
1360
$317K ﹤0.01%
11,569
+381
1361
$317K ﹤0.01%
22,262
-13
1362
$316K ﹤0.01%
6,225
+171
1363
$316K ﹤0.01%
30,418
+2,899
1364
$316K ﹤0.01%
6,657
+375
1365
$314K ﹤0.01%
7,813
-202
1366
$314K ﹤0.01%
7,441
+618
1367
$314K ﹤0.01%
8,442
-584
1368
$314K ﹤0.01%
3,892
+121
1369
$313K ﹤0.01%
5,678
+1,236
1370
$311K ﹤0.01%
15,040
+2,352
1371
$311K ﹤0.01%
12,105
-103
1372
$311K ﹤0.01%
6,501
+1,091
1373
$311K ﹤0.01%
6,985
+3,189
1374
$310K ﹤0.01%
130,221
+14,751
1375
$309K ﹤0.01%
811
+17
53 54
55
56 57