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
1401
$296K ﹤0.01%
29,797
+556
1402
$296K ﹤0.01%
+1,524
1403
$296K ﹤0.01%
4,889
-8
1404
$296K ﹤0.01%
2,175
+267
1405
$295K ﹤0.01%
15,903
+1,104
1406
$293K ﹤0.01%
61,292
-78
1407
$292K ﹤0.01%
19,991
+1,177
1408
$290K ﹤0.01%
+3,235
1409
$290K ﹤0.01%
8,780
+3,309
1410
$289K ﹤0.01%
10,142
+313
1411
$289K ﹤0.01%
6,229
+727
1412
$288K ﹤0.01%
16,658
-1,247
1413
$288K ﹤0.01%
10,962
+469
1414
$287K ﹤0.01%
17,603
-656
1415
$286K ﹤0.01%
11,598
+1,433
1416
$285K ﹤0.01%
10,527
-1,420
1417
$285K ﹤0.01%
38,616
+13,853
1418
$283K ﹤0.01%
56,067
+1,676
1419
$283K ﹤0.01%
21,271
+570
1420
$283K ﹤0.01%
8,593
+578
1421
$282K ﹤0.01%
12,888
-884
1422
$282K ﹤0.01%
10,817
+280
1423
$282K ﹤0.01%
9,282
+237
1424
$282K ﹤0.01%
6,695
+737
1425
$281K ﹤0.01%
4,791
+525
55 56
57
58 59