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
1526
$232K ﹤0.01%
3,711
+57
1527
$232K ﹤0.01%
9,133
-3,059
1528
$232K ﹤0.01%
+1,386
1529
$231K ﹤0.01%
3,845
-8
1530
$229K ﹤0.01%
2,337
-653
1531
$229K ﹤0.01%
3,368
+602
1532
$229K ﹤0.01%
6,043
-6,236
1533
$229K ﹤0.01%
5,212
-1,103
1534
$229K ﹤0.01%
+9,678
1535
$227K ﹤0.01%
4,978
+237
1536
$226K ﹤0.01%
10,207
+658
1537
$226K ﹤0.01%
4,311
+34
1538
$226K ﹤0.01%
15,811
+1,373
1539
$226K ﹤0.01%
4,550
+546
1540
$225K ﹤0.01%
5,390
+91
1541
$225K ﹤0.01%
6,302
+237
1542
$224K ﹤0.01%
8,671
-334
1543
$223K ﹤0.01%
13,330
+439
1544
$223K ﹤0.01%
15,392
+1,845
1545
$223K ﹤0.01%
41,341
+13,167
1546
$222K ﹤0.01%
6,830
+1,398
1547
$222K ﹤0.01%
3,677
-175
1548
$221K ﹤0.01%
4,515
+628
1549
$221K ﹤0.01%
100,282
-7,759
1550
$221K ﹤0.01%
10,644
-499
60 61
62
63 64