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
1426
$281K ﹤0.01%
4,973
+165
1427
$280K ﹤0.01%
19,590
-130
1428
$279K ﹤0.01%
15,180
-618
1429
$279K ﹤0.01%
4,097
+277
1430
$279K ﹤0.01%
+4,738
1431
$278K ﹤0.01%
12,607
+722
1432
$277K ﹤0.01%
2,446
+210
1433
$277K ﹤0.01%
11,467
-780
1434
$277K ﹤0.01%
10,470
+1,731
1435
$275K ﹤0.01%
8,575
-773
1436
$275K ﹤0.01%
5,576
+817
1437
$275K ﹤0.01%
+3,973
1438
$275K ﹤0.01%
6,203
+116
1439
$274K ﹤0.01%
+24,010
1440
$274K ﹤0.01%
26,982
+3,183
1441
$274K ﹤0.01%
2,266
+84
1442
$274K ﹤0.01%
7,834
+287
1443
$274K ﹤0.01%
14,010
+1,288
1444
$273K ﹤0.01%
11,429
-4,852
1445
$272K ﹤0.01%
+3,161
1446
$272K ﹤0.01%
+8,185
1447
$271K ﹤0.01%
7,041
+71
1448
$271K ﹤0.01%
12,797
-648
1449
$270K ﹤0.01%
+5,936
1450
$270K ﹤0.01%
12,582
+1,771
56 57
58
59 60