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
1551
$220K ﹤0.01%
3,997
+10
1552
$220K ﹤0.01%
124
+16
1553
$219K ﹤0.01%
22,554
-4,002
1554
$219K ﹤0.01%
3,911
-486
1555
$219K ﹤0.01%
43,890
+240
1556
$219K ﹤0.01%
6,022
1557
$218K ﹤0.01%
11,413
-42
1558
$217K ﹤0.01%
9,045
-647
1559
$217K ﹤0.01%
37,061
-1,444
1560
$216K ﹤0.01%
21,224
+832
1561
$216K ﹤0.01%
7,856
-126
1562
$216K ﹤0.01%
6,468
-438
1563
$216K ﹤0.01%
4,189
-115
1564
$216K ﹤0.01%
7,058
+999
1565
$215K ﹤0.01%
+19,947
1566
$215K ﹤0.01%
15,129
-117
1567
$214K ﹤0.01%
19,762
+150
1568
$213K ﹤0.01%
+8,104
1569
$213K ﹤0.01%
10,675
+169
1570
$212K ﹤0.01%
6,321
-28
1571
$212K ﹤0.01%
501
+28
1572
$212K ﹤0.01%
2,958
+159
1573
$212K ﹤0.01%
5,949
+165
1574
$212K ﹤0.01%
13,182
+35
1575
$210K ﹤0.01%
9,148
-127
61 62
63
64 65