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
1576
$210K ﹤0.01%
17,108
-563
1577
$210K ﹤0.01%
+8,878
1578
$209K ﹤0.01%
+4,378
1579
$208K ﹤0.01%
13,050
+65
1580
$208K ﹤0.01%
5,647
+10
1581
$208K ﹤0.01%
5,642
+85
1582
$208K ﹤0.01%
16,016
-2,188
1583
$207K ﹤0.01%
3,698
+15
1584
$207K ﹤0.01%
+10,960
1585
$207K ﹤0.01%
3,074
+421
1586
$206K ﹤0.01%
20,816
+1,153
1587
$206K ﹤0.01%
+25,603
1588
$206K ﹤0.01%
+8,561
1589
$205K ﹤0.01%
+6,043
1590
$205K ﹤0.01%
4,898
+31
1591
$205K ﹤0.01%
2,714
+60
1592
$204K ﹤0.01%
4,893
+25
1593
$204K ﹤0.01%
5,089
-23
1594
$204K ﹤0.01%
6,606
+441
1595
$203K ﹤0.01%
81,804
+14,737
1596
$203K ﹤0.01%
+1,728
1597
$203K ﹤0.01%
+3,168
1598
$203K ﹤0.01%
2,949
+209
1599
$203K ﹤0.01%
75,038
-6,610
1600
$203K ﹤0.01%
551
+8
62 63
64
65 66