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
1651
$153K ﹤0.01%
7,835
-675
1652
$151K ﹤0.01%
18,012
+1,138
1653
$151K ﹤0.01%
10,023
-507
1654
$150K ﹤0.01%
11,615
-1,004
1655
$149K ﹤0.01%
18,007
+5,359
1656
$145K ﹤0.01%
+10,051
1657
$144K ﹤0.01%
61,676
-20,089
1658
$139K ﹤0.01%
3,572
+240
1659
$138K ﹤0.01%
989
-55
1660
$138K ﹤0.01%
28,994
-36,975
1661
$138K ﹤0.01%
40,368
+24,298
1662
$138K ﹤0.01%
8,173
+19
1663
$137K ﹤0.01%
+10,234
1664
$136K ﹤0.01%
44,772
-1,969
1665
$136K ﹤0.01%
24,497
+1,617
1666
$135K ﹤0.01%
+11,454
1667
$135K ﹤0.01%
+13,948
1668
$133K ﹤0.01%
+14,998
1669
$129K ﹤0.01%
+12,320
1670
$128K ﹤0.01%
21,897
-8,043
1671
$127K ﹤0.01%
+10,653
1672
$125K ﹤0.01%
16,067
-949
1673
$125K ﹤0.01%
+11,129
1674
$125K ﹤0.01%
15,126
+4,504
1675
$125K ﹤0.01%
20,545
+6,649
65 66
67
68 69