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
1476
$259K ﹤0.01%
5,135
-240
1477
$259K ﹤0.01%
21,159
-569
1478
$259K ﹤0.01%
16,026
+1,837
1479
$259K ﹤0.01%
5,803
+344
1480
$259K ﹤0.01%
14,539
+1,622
1481
$259K ﹤0.01%
+4,616
1482
$256K ﹤0.01%
3,518
-1,390
1483
$256K ﹤0.01%
27,846
-1,741
1484
$256K ﹤0.01%
5,083
+1,417
1485
$256K ﹤0.01%
6,198
+858
1486
$256K ﹤0.01%
31,645
+916
1487
$255K ﹤0.01%
4,723
+118
1488
$255K ﹤0.01%
+7,031
1489
$254K ﹤0.01%
20,660
+6,303
1490
$254K ﹤0.01%
17,371
-6,402
1491
$254K ﹤0.01%
6,136
+117
1492
$254K ﹤0.01%
4,217
+2,074
1493
$253K ﹤0.01%
7,062
-162
1494
$252K ﹤0.01%
13,623
+247
1495
$252K ﹤0.01%
11,880
+682
1496
$251K ﹤0.01%
5,837
+790
1497
$249K ﹤0.01%
6,824
1498
$249K ﹤0.01%
16,724
+640
1499
$248K ﹤0.01%
27,998
+656
1500
$246K ﹤0.01%
13,096
-26,837
58 59
60
61 62