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
1626
$179K ﹤0.01%
12,686
-3,199
1627
$178K ﹤0.01%
4,741
+288
1628
$178K ﹤0.01%
5,616
-945
1629
$178K ﹤0.01%
+15,705
1630
$177K ﹤0.01%
15,912
+3,443
1631
$176K ﹤0.01%
13,562
+2,605
1632
$175K ﹤0.01%
11,324
+618
1633
$175K ﹤0.01%
14,311
-6,286
1634
$174K ﹤0.01%
15,080
+794
1635
$172K ﹤0.01%
+10,644
1636
$172K ﹤0.01%
12,756
+598
1637
$171K ﹤0.01%
5,557
+62
1638
$170K ﹤0.01%
+16,077
1639
$169K ﹤0.01%
+10,212
1640
$167K ﹤0.01%
3,010
+1,907
1641
$165K ﹤0.01%
15,518
+3,651
1642
$164K ﹤0.01%
19,629
+2,142
1643
$164K ﹤0.01%
5,077
-1,697
1644
$163K ﹤0.01%
1,775
+347
1645
$163K ﹤0.01%
+44,682
1646
$163K ﹤0.01%
+53,743
1647
$161K ﹤0.01%
2,457
+10
1648
$157K ﹤0.01%
2,858
+508
1649
$156K ﹤0.01%
47,131
+7,631
1650
$154K ﹤0.01%
6,037
+512
64 65
66
67 68