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
1501
$246K ﹤0.01%
5,276
-2,728
1502
$245K ﹤0.01%
12,645
+305
1503
$245K ﹤0.01%
57,171
-9,010
1504
$244K ﹤0.01%
6,534
+608
1505
$244K ﹤0.01%
+11,390
1506
$244K ﹤0.01%
2,775
+413
1507
$243K ﹤0.01%
6,766
+164
1508
$242K ﹤0.01%
+6,185
1509
$242K ﹤0.01%
1,023
+29
1510
$242K ﹤0.01%
2,208
-187
1511
$241K ﹤0.01%
4,199
+5
1512
$241K ﹤0.01%
2,162
+271
1513
$240K ﹤0.01%
801
+21
1514
$239K ﹤0.01%
3,298
+477
1515
$238K ﹤0.01%
+5,289
1516
$238K ﹤0.01%
2,393
-1,730
1517
$237K ﹤0.01%
4,865
+41
1518
$236K ﹤0.01%
6,272
+5
1519
$235K ﹤0.01%
3,091
+91
1520
$235K ﹤0.01%
16,532
-144
1521
$234K ﹤0.01%
4,744
+10
1522
$234K ﹤0.01%
2,756
-284
1523
$232K ﹤0.01%
6,220
+15
1524
$232K ﹤0.01%
29,710
+4,103
1525
$232K ﹤0.01%
185
+10
59 60
61
62 63