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
1451
$269K ﹤0.01%
13,566
+816
1452
$269K ﹤0.01%
15,744
+476
1453
$269K ﹤0.01%
6,771
-209
1454
$268K ﹤0.01%
27,009
-22,847
1455
$267K ﹤0.01%
3,081
+236
1456
$267K ﹤0.01%
13,776
-435
1457
$266K ﹤0.01%
+5,729
1458
$266K ﹤0.01%
15,663
+1,797
1459
$266K ﹤0.01%
10,241
-131
1460
$265K ﹤0.01%
2,103
-897
1461
$265K ﹤0.01%
4,633
-17
1462
$265K ﹤0.01%
5,603
+624
1463
$265K ﹤0.01%
14,714
+2,111
1464
$265K ﹤0.01%
15,145
+25
1465
$265K ﹤0.01%
6,742
+211
1466
$263K ﹤0.01%
14,584
+2,036
1467
$263K ﹤0.01%
+7,685
1468
$262K ﹤0.01%
9,403
+652
1469
$261K ﹤0.01%
13,219
-269
1470
$261K ﹤0.01%
17,371
+2,237
1471
$260K ﹤0.01%
+19,806
1472
$260K ﹤0.01%
3,808
+218
1473
$260K ﹤0.01%
19,458
+1,672
1474
$260K ﹤0.01%
5,148
+942
1475
$260K ﹤0.01%
17,174
-1,496
57 58
59
60 61