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
126
$16.6M 0.19%
265,976
-9,024
127
$16.3M 0.18%
212,296
+11,217
128
$16.3M 0.18%
174,493
+11,582
129
$16M 0.18%
96,540
+3,694
130
$15.9M 0.18%
622,195
-3,606
131
$15.7M 0.18%
161,484
+13,515
132
$15.5M 0.17%
372,070
+44,784
133
$15.4M 0.17%
1,984,133
+540,547
134
$15.3M 0.17%
745,806
+98,819
135
$15.2M 0.17%
375,405
+33,509
136
$15.1M 0.17%
226,188
+13,909
137
$15.1M 0.17%
173,413
+12,028
138
$15.1M 0.17%
107,587
+6,290
139
$15M 0.17%
1,059,552
-10,948
140
$15M 0.17%
433,944
-9,246
141
$14.9M 0.17%
62,447
+3,338
142
$14.9M 0.17%
369,222
+50,262
143
$14.9M 0.17%
132,087
+4,680
144
$14.8M 0.17%
409,546
+32,032
145
$14.7M 0.17%
187,559
+22,620
146
$14.5M 0.16%
106,569
+3,922
147
$14.4M 0.16%
130,528
+792
148
$14.4M 0.16%
111,358
+7,925
149
$14.4M 0.16%
39,304
+3,511
150
$14.1M 0.16%
153,952
+5,131
4 5
6
7 8