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
$8.93B
AUM Growth
+$814M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,052
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16M
3
+$14.2M
4
AGN
Allergan plc
AGN
+$14.2M
5
SBUX icon
Starbucks
SBUX
+$12.9M

Top Sells

1
+$20.2M
2
+$13.3M
3
+$5.99M
4
VE
VEOLIA ENVIRONNEMENT
VE
+$4.35M
5
SAN icon
Banco Santander
SAN
+$3.28M

Sector Composition

1 Financials 17.05%
2 Healthcare 15.22%
3 Technology 14.48%
4 Industrials 8.71%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$361K ﹤0.01%
+26,373
1452
$361K ﹤0.01%
+5,022
1453
$360K ﹤0.01%
15,825
+608
1454
$359K ﹤0.01%
2,137
+60
1455
$359K ﹤0.01%
16,214
-13,328
1456
$359K ﹤0.01%
8,505
+1,751
1457
$359K ﹤0.01%
5,805
+405
1458
$358K ﹤0.01%
10,860
+2,522
1459
$357K ﹤0.01%
7,219
+841
1460
$355K ﹤0.01%
+15,791
1461
$355K ﹤0.01%
5,386
+1,976
1462
$353K ﹤0.01%
5,978
+559
1463
$353K ﹤0.01%
11,059
1464
$352K ﹤0.01%
4,116
+565
1465
$352K ﹤0.01%
73,340
+18,350
1466
$351K ﹤0.01%
6,052
+302
1467
$351K ﹤0.01%
5,222
+695
1468
$351K ﹤0.01%
+9,734
1469
$350K ﹤0.01%
3,524
+673
1470
$349K ﹤0.01%
+4,628
1471
$349K ﹤0.01%
+7,153
1472
$349K ﹤0.01%
10,287
+2,478
1473
$349K ﹤0.01%
5,230
+33
1474
$348K ﹤0.01%
4,033
-13
1475
$347K ﹤0.01%
13,405
-342
57 58
59
60 61